Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-7,900
Closed -$209K 274
2021
Q2
$209K Sell
7,900
-1,863
-19% -$48.9K 0.02% 247
2021
Q1
$238K Sell
9,763
-3,815
-28% -$91.9K 0.02% 227
2020
Q4
$279K Sell
13,578
-8,293
-38% -$156K 0.02% 227
2020
Q3
$382K Sell
21,871
-1,890
-8% -$40.9K 0.04% 181
2020
Q2
$554K Sell
23,761
-10,926
-31% -$262K 0.06% 151
2020
Q1
$846K Sell
34,687
-4,500
-11% -$146K 0.11% 114
2019
Q4
$1.48M Sell
39,187
-1,594
-4% -$60.5K 0.15% 103
2019
Q3
$1.55M Buy
40,781
+453
+1% +$17.3K 0.17% 103
2019
Q2
$1.65M Sell
40,328
-1,144
-3% -$48K 0.19% 104
2019
Q1
$1.78M Sell
41,472
-1,733
-4% -$71K 0.21% 103
2018
Q4
$1.59M Sell
43,205
-3,573
-8% -$143K 0.22% 101
2018
Q3
$2.06M Sell
46,778
-791
-2% -$33.1K 0.26% 95
2018
Q2
$2.04M Sell
47,569
-1,470
-3% -$61.8K 0.28% 92
2018
Q1
$1.85M Sell
49,039
-411
-0.8% -$15.5K 0.25% 96
2017
Q4
$1.9M Sell
49,450
-1,630
-3% -$59K 0.27% 93
2017
Q3
$1.77M Sell
51,080
-1,466
-3% -$46.6K 0.27% 94
2017
Q2
$1.61M Sell
52,546
-2,421
-4% -$75.3K 0.27% 97
2017
Q1
$1.66M Sell
54,967
-190
-0.3% -$5.78K 0.28% 96
2016
Q4
$1.77M Sell
55,157
-3,934
-7% -$118K 0.31% 89
2016
Q3
$1.75M Buy
59,091
+707
+1% +$20.5K 0.32% 92
2016
Q2
$1.74M Buy
58,384
+3,544
+6% +$95.5K 0.33% 87
2016
Q1
$1.39M Buy
54,840
+4,897
+10% +$124K 0.28% 94
2015
Q4
$1.31M Buy
49,943
+729
+1% +$20.7K 0.28% 92
2015
Q3
$1.26M Buy
49,214
+3,390
+7% +$99.4K 0.28% 95
2015
Q2
$1.54M Buy
45,824
+350
+0.8% +$12.3K 0.32% 91
2015
Q1
$1.48M Buy
45,474
+2,497
+6% +$81.7K 0.31% 88
2014
Q4
$1.36M Buy
42,977
+5,252
+14% +$177K 0.29% 87
2014
Q3
$1.36M Buy
37,725
+380
+1% +$15.1K 0.29% 85
2014
Q2
$1.61M Sell
37,345
-3,415
-8% -$141K 0.34% 73
2014
Q1
$1.6M Sell
40,760
-1,659
-4% -$65.4K 0.35% 73
2013
Q4
$1.69M Sell
42,419
-1,689
-4% -$62.9K 0.4% 68
2013
Q3
$1.52M Sell
44,108
-1,771
-4% -$60.8K 0.4% 66
2013
Q2
$1.57M Buy
+45,879
New +$1.6M 0.44% 62

Other funds holding BP