Beacon Investment Advisory Services’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,658
| Closed | -$225K | – | 258 |
|
|
2020
Q2 | $225K | Sell |
9,658
-3,421
| -26% | -$79.7K | 0.01% | 225 |
|
|
2020
Q1 | $319K | Sell |
13,079
-2,061
| -14% | -$50.3K | 0.02% | 189 |
|
|
2019
Q4 | $571K | Buy |
15,140
+878
| +6% | +$33.1K | 0.03% | 165 |
|
|
2019
Q3 | $542K | Buy |
14,262
+1,559
| +12% | +$59.2K | 0.05% | 149 |
|
|
2019
Q2 | $521K | Buy |
12,703
+46
| +0.4% | +$1.89K | 0.06% | 134 |
|
|
2019
Q1 | $544K | Buy |
12,657
+1,120
| +10% | +$48.1K | 0.06% | 134 |
|
|
2018
Q4 | $424K | Sell |
11,537
-1,136
| -9% | -$41.8K | 0.05% | 166 |
|
|
2018
Q3 | $558K | Buy |
12,673
+509
| +4% | +$22.4K | 0.05% | 151 |
|
|
2018
Q2 | $523K | Buy |
12,164
+204
| +2% | +$8.77K | 0.05% | 156 |
|
|
2018
Q1 | $451K | Buy |
11,960
+1,091
| +10% | +$41.1K | 0.05% | 165 |
|
|
2017
Q4 | $418K | Sell |
10,869
-3,754
| -26% | -$144K | 0.04% | 163 |
|
|
2017
Q3 | $507K | Buy |
+14,623
| New | +$507K | 0.04% | 177 |
|