Bison Wealth’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 |
-9,064
| Closed | -$211K | – | 369 |
|
|
2020
Q2 | $211K | Buy |
+9,064
| New | +$211K | 0.13% | 175 |
|
|
2020
Q1 | – | Sell |
-7,179
| Closed | -$271K | – | 340 |
|
|
2019
Q4 | $271K | Hold |
7,179
| – | – | 0.13% | 179 |
|
|
2019
Q3 | $273K | Sell |
7,179
-324
| -4% | -$12.3K | 0.15% | 167 |
|
|
2019
Q2 | $308K | Hold |
7,503
| – | – | 0.18% | 154 |
|
|
2019
Q1 | $323K | Sell |
7,503
-110
| -1% | -$4.74K | 0.2% | 144 |
|
|
2018
Q4 | $280K | Buy |
7,613
+21
| +0.3% | +$772 | 0.2% | 147 |
|
|
2018
Q3 | $334K | Sell |
7,592
-147
| -2% | -$6.47K | 0.22% | 137 |
|
|
2018
Q2 | $333K | Sell |
7,739
-1,139
| -13% | -$49K | 0.25% | 123 |
|
|
2018
Q1 | $334K | Buy |
+8,878
| New | +$334K | 0.25% | 118 |
|
|
2016
Q1 | – | Sell |
-27,530
| Closed | -$724K | – | 200 |
|
|
2015
Q4 | $724K | Sell |
27,530
-286
| -1% | -$7.52K | 0.41% | 72 |
|
|
2015
Q3 | $715K | Buy |
27,816
+563
| +2% | +$14.5K | 0.47% | 68 |
|
|
2015
Q2 | $901K | Sell |
27,253
-164
| -0.6% | -$5.42K | 0.53% | 54 |
|
|
2015
Q1 | $890K | Buy |
27,417
+2,577
| +10% | +$83.7K | 0.54% | 51 |
|
|
2014
Q4 | $786K | Buy |
+24,840
| New | +$786K | 0.6% | 52 |
|