Berman Capital Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $40K | Buy |
1,476
+37
| +3% | +$1K | 0.01% | 760 |
|
|
2021
Q2 | $38K | Buy |
1,439
+21
| +1% | +$555 | 0.01% | 675 |
|
|
2021
Q1 | $34K | Buy |
1,418
+299
| +27% | +$7.17K | 0.01% | 611 |
|
|
2020
Q4 | $22K | Buy |
1,119
+325
| +41% | +$6.39K | 0.01% | 634 |
|
|
2020
Q3 | $13K | Buy |
794
+255
| +47% | +$4.18K | ﹤0.01% | 712 |
|
|
2020
Q2 | $12K | Sell |
539
-1,842
| -77% | -$41K | ﹤0.01% | 685 |
|
|
2020
Q1 | $57K | Buy |
2,381
+579
| +32% | +$13.9K | 0.02% | 270 |
|
|
2019
Q4 | $67K | Buy |
1,802
+173
| +11% | +$6.43K | 0.02% | 271 |
|
|
2019
Q3 | $61K | Buy |
1,629
+110
| +7% | +$4.12K | 0.02% | 273 |
|
|
2019
Q2 | $61K | Buy |
1,519
+5
| +0.3% | +$201 | 0.02% | 272 |
|
|
2019
Q1 | $64K | Buy |
1,514
+19
| +1% | +$803 | 0.02% | 247 |
|
|
2018
Q4 | $54K | Buy |
+1,495
| New | +$54K | 0.02% | 244 |
|