Alera Investment Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $343K | Sell |
10,914
-751
| -6% | -$23.6K | 0.04% | 191 |
|
|
2024
Q2 | $421K | Buy |
+11,665
| New | +$421K | 0.05% | 151 |
|
|
2019
Q2 | – | Sell |
-1,046
| Closed | -$45K | – | 204 |
|
|
2019
Q1 | $45K | Sell |
1,046
-414
| -28% | -$17.8K | 0.02% | 175 |
|
|
2018
Q4 | $54K | Buy |
+1,460
| New | +$54K | 0.03% | 166 |
|