Boston Trust Walden’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,731
| Closed | -$254K | – | 353 |
|
|
2019
Q4 | $254K | Buy |
+6,731
| New | +$254K | ﹤0.01% | 363 |
|
|
2019
Q3 | – | Sell |
-5,024
| Closed | -$206K | – | 378 |
|
|
2019
Q2 | $206K | Sell |
5,024
-153
| -3% | -$6.27K | ﹤0.01% | 373 |
|
|
2019
Q1 | $223K | Buy |
+5,177
| New | +$223K | ﹤0.01% | 369 |
|
|
2018
Q4 | – | Sell |
-5,227
| Closed | -$230K | – | 375 |
|
|
2018
Q3 | $230K | Sell |
5,227
-235
| -4% | -$10.3K | ﹤0.01% | 367 |
|
|
2018
Q2 | $235K | Sell |
5,462
-71
| -1% | -$3.06K | ﹤0.01% | 368 |
|
|
2018
Q1 | $208K | Buy |
+5,533
| New | +$208K | ﹤0.01% | 376 |
|
|
2014
Q1 | – | Sell |
-15,321
| Closed | -$609K | – | 322 |
|
|
2013
Q4 | $609K | Buy |
15,321
+3,318
| +28% | +$132K | 0.01% | 283 |
|
|
2013
Q3 | $413K | Buy |
12,003
+6,074
| +102% | +$209K | 0.01% | 285 |
|
|
2013
Q2 | $202K | Buy |
+5,929
| New | +$202K | ﹤0.01% | 313 |
|