Asset Planning Services (Pennsylvania)’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,250
| Closed | -$47K | – | 90 |
|
|
2019
Q3 | $47K | Sell |
1,250
-21
| -2% | -$790 | 0.02% | 137 |
|
|
2019
Q2 | $52K | Hold |
1,271
| – | – | 0.02% | 131 |
|
|
2019
Q1 | $55K | Sell |
1,271
-19
| -1% | -$822 | 0.03% | 123 |
|
|
2018
Q4 | $47K | Sell |
1,290
-19
| -1% | -$692 | 0.02% | 128 |
|
|
2018
Q3 | $54K | Sell |
1,309
-19
| -1% | -$784 | 0.03% | 126 |
|
|
2018
Q2 | $57K | Sell |
1,328
-17
| -1% | -$730 | 0.03% | 119 |
|
|
2018
Q1 | $51K | Sell |
1,345
-1,401
| -51% | -$53.1K | 0.03% | 127 |
|
|
2017
Q4 | $106K | Sell |
2,746
-1,054
| -28% | -$40.7K | 0.05% | 100 |
|
|
2017
Q3 | $132K | Sell |
3,800
-66
| -2% | -$2.29K | 0.07% | 87 |
|
|
2017
Q2 | $119K | Sell |
3,866
-64
| -2% | -$1.97K | 0.08% | 91 |
|
|
2017
Q1 | $118K | Sell |
3,930
-70
| -2% | -$2.1K | 0.08% | 85 |
|
|
2016
Q4 | $128K | Sell |
4,000
-382
| -9% | -$12.2K | 0.1% | 78 |
|
|
2016
Q3 | $130K | Sell |
4,382
-2,377
| -35% | -$70.5K | 0.11% | 75 |
|
|
2016
Q2 | $202K | Sell |
6,759
-297
| -4% | -$8.88K | 0.18% | 63 |
|
|
2016
Q1 | $179K | Buy |
7,056
+5,360
| +316% | +$136K | 0.16% | 68 |
|
|
2015
Q4 | $45K | Buy |
1,696
+594
| +54% | +$15.8K | 0.04% | 109 |
|
|
2015
Q3 | $28K | Hold |
1,102
| – | – | 0.03% | 117 |
|
|
2015
Q2 | $37K | Buy |
+1,102
| New | +$37K | 0.04% | 126 |
|