Aspen Investment Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,643
| Closed | -$200K | – | 137 |
|
|
2019
Q1 | $200K | Buy |
+4,643
| New | +$200K | 0.14% | 135 |
|
|
2018
Q4 | – | Sell |
-4,887
| Closed | -$215K | – | 132 |
|
|
2018
Q3 | $215K | Sell |
4,887
-97
| -2% | -$4.27K | 0.14% | 138 |
|
|
2018
Q2 | $214K | Buy |
+4,984
| New | +$214K | 0.15% | 135 |
|
|
2017
Q1 | – | Sell |
-6,789
| Closed | -$217K | – | 130 |
|
|
2016
Q4 | $217K | Sell |
6,789
-480
| -7% | -$15.3K | 0.16% | 122 |
|
|
2016
Q3 | $215K | Hold |
7,269
| – | – | 0.17% | 119 |
|
|
2016
Q2 | $217K | Buy |
+7,269
| New | +$217K | 0.18% | 117 |
|
|
2016
Q1 | – | Sell |
-7,868
| Closed | -$207K | – | 118 |
|
|
2015
Q4 | $207K | Sell |
7,868
-356
| -4% | -$9.37K | 0.21% | 114 |
|
|
2015
Q3 | $211K | Sell |
8,224
-773
| -9% | -$19.8K | 0.21% | 113 |
|
|
2015
Q2 | $302K | Sell |
8,997
-187
| -2% | -$6.28K | 0.25% | 91 |
|
|
2015
Q1 | $298K | Hold |
9,184
| – | – | 0.24% | 94 |
|
|
2014
Q4 | $290K | Sell |
9,184
-1,110
| -11% | -$35.1K | 0.24% | 94 |
|
|
2014
Q3 | $370K | Sell |
10,294
-7,965
| -44% | -$286K | 0.31% | 81 |
|
|
2014
Q2 | $788K | Sell |
18,259
-22
| -0.1% | -$949 | 0.48% | 67 |
|
|
2014
Q1 | $719K | Hold |
18,281
| – | – | 0.46% | 69 |
|
|
2013
Q4 | $727K | Sell |
18,281
-1,931
| -10% | -$76.8K | 0.48% | 70 |
|
|
2013
Q3 | $695K | Sell |
20,212
-98
| -0.5% | -$3.37K | 0.49% | 71 |
|
|
2013
Q2 | $693K | Buy |
+20,310
| New | +$693K | 0.47% | 69 |
|