Avondale Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,000
| Closed | -$113K | – | 123 |
|
|
2024
Q1 | $113K | Buy |
+3,000
| New | +$113K | 0.08% | 59 |
|
|
2023
Q4 | – | Sell |
-3,000
| Closed | -$116K | – | 120 |
|
|
2023
Q3 | $116K | Buy |
3,000
+1,500
| +100% | +$58.1K | 0.1% | 56 |
|
|
2023
Q2 | $52.9K | Sell |
1,500
-500
| -25% | -$17.6K | 0.04% | 77 |
|
|
2023
Q1 | $75.9K | Buy |
+2,000
| New | +$75.9K | 0.07% | 70 |
|
|
2022
Q1 | – | Sell |
-2,465
| Closed | -$66K | – | 122 |
|
|
2021
Q4 | $66K | Buy |
+2,465
| New | +$66K | 0.07% | 59 |
|