Burt Wealth Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,936
| Closed | -$60K | – | 127 |
|
|
2020
Q4 | $60K | Hold |
2,936
| – | – | 0.02% | 168 |
|
|
2020
Q3 | $51K | Hold |
2,936
| – | – | 0.02% | 172 |
|
|
2020
Q2 | $68K | Sell |
2,936
-132
| -4% | -$3.06K | 0.03% | 152 |
|
|
2020
Q1 | $75K | Hold |
3,068
| – | – | 0.03% | 130 |
|
|
2019
Q4 | $116K | Hold |
3,068
| – | – | 0.05% | 117 |
|
|
2019
Q3 | $117K | Sell |
3,068
-52
| -2% | -$1.98K | 0.05% | 111 |
|
|
2019
Q2 | $128K | Hold |
3,120
| – | – | 0.06% | 107 |
|
|
2019
Q1 | $134K | Sell |
3,120
-45
| -1% | -$1.93K | 0.06% | 104 |
|
|
2018
Q4 | $116K | Sell |
3,165
-48
| -1% | -$1.76K | 0.05% | 111 |
|
|
2018
Q3 | $141K | Sell |
3,213
-47
| -1% | -$2.06K | 0.06% | 109 |
|
|
2018
Q2 | $140K | Sell |
3,260
-42
| -1% | -$1.8K | 0.07% | 104 |
|
|
2018
Q1 | $124K | Sell |
3,302
-50
| -1% | -$1.88K | 0.06% | 113 |
|
|
2017
Q4 | $129K | Buy |
3,352
+96
| +3% | +$3.7K | 0.08% | 107 |
|
|
2017
Q3 | $113K | Sell |
3,256
-281
| -8% | -$9.75K | 0.07% | 115 |
|
|
2017
Q2 | $108K | Buy |
3,537
+170
| +5% | +$5.19K | 0.07% | 113 |
|
|
2017
Q1 | $101K | Sell |
3,367
-469
| -12% | -$14.1K | 0.07% | 109 |
|
|
2016
Q4 | $123K | Sell |
3,836
-48
| -1% | -$1.54K | 0.11% | 99 |
|
|
2016
Q3 | $115K | Sell |
3,884
-112
| -3% | -$3.32K | 0.12% | 90 |
|
|
2016
Q2 | $119K | Hold |
3,996
| – | – | 0.13% | 89 |
|
|
2016
Q1 | $101K | Sell |
3,996
-239
| -6% | -$6.04K | 0.09% | 106 |
|
|
2015
Q4 | $111K | Buy |
4,235
+239
| +6% | +$6.26K | 0.09% | 95 |
|
|
2015
Q3 | $7K | Hold |
3,996
| – | – | 0.01% | 281 |
|
|
2015
Q2 | $134K | Sell |
3,996
-57
| -1% | -$1.91K | 0.15% | 82 |
|
|
2015
Q1 | $132K | Sell |
4,053
-50
| -1% | -$1.63K | 0.13% | 74 |
|
|
2014
Q4 | $130K | Buy |
+4,103
| New | +$130K | 0.14% | 82 |
|