Beacon Trust’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $227K | Buy |
7,686
+220
| +3% | +$6.5K | 0.04% | 170 |
|
|
2016
Q4 | $239K | Buy |
+7,466
| New | +$239K | 0.04% | 164 |
|
|
2014
Q4 | – | Sell |
-10,209
| Closed | -$367K | – | 219 |
|
|
2014
Q3 | $367K | Buy |
10,209
+2,232
| +28% | +$80.2K | 0.06% | 147 |
|
|
2014
Q2 | $344K | Buy |
+7,977
| New | +$344K | 0.06% | 148 |
|