Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-6,645
Closed -$252K 216
2019
Q3
$252K Sell
6,645
-112
-2% -$4.27K 0.01% 180
2019
Q2
$277K Hold
6,757
0.01% 177
2019
Q1
$291K Sell
6,757
-99
-1% -$4.06K 0.01% 177
2018
Q4
$252K Sell
6,856
-181
-3% -$7.23K 0.01% 181
2018
Q3
$310K Sell
7,037
-346
-5% -$14.5K 0.01% 181
2018
Q2
$317K Sell
7,383
-440
-6% -$18.5K 0.01% 177
2018
Q1
$295K Sell
7,823
-490
-6% -$18.5K 0.01% 182
2017
Q4
$320K Sell
8,313
-539
-6% -$19.5K 0.01% 178
2017
Q3
$307K Sell
8,852
-36
-0.4% -$1.14K 0.01% 181
2017
Q2
$273K Sell
8,888
-36
-0.4% -$1.12K 0.01% 191
2017
Q1
$269K Sell
8,924
-38
-0.4% -$1.16K 0.01% 189
2016
Q4
$287K Sell
8,962
-40
-0.4% -$1.2K 0.01% 182
2016
Q3
$266K Sell
9,002
-657
-7% -$19.1K 0.01% 199
2016
Q2
$289K Buy
9,659
+126
+1% +$3.4K 0.01% 227
2016
Q1
$242K Sell
9,533
-461
-5% -$11.6K 0.01% 237
2015
Q4
$263K Sell
9,994
-15,937
-61% -$453K 0.01% 242
2015
Q3
$667K Sell
25,931
-3,105
-11% -$91K 0.02% 197
2015
Q2
$976K Sell
29,036
-322
-1% -$11.3K 0.03% 174
2015
Q1
$953K Buy
29,358
+160
+0.5% +$5.24K 0.02% 180
2014
Q4
$923K Buy
29,198
+280
+1% +$9.41K 0.02% 184
2014
Q3
$1.04M Buy
28,918
+74
+0.3% +$2.93K 0.02% 178
2014
Q2
$1.25M Buy
28,844
+69
+0.2% +$2.85K 0.03% 157
2014
Q1
$1.13M Sell
28,775
-1,276
-4% -$50.3K 0.03% 162
2013
Q4
$1.2M Buy
30,051
+19,055
+173% +$709K 0.03% 164
2013
Q3
$378K Sell
10,996
-5,612
-34% -$193K 0.01% 253
2013
Q2
$567K Buy
+16,608
New +$578K 0.02% 224

Other funds holding BP