Cahill Financial Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,072
| Closed | -$29K | – | 299 |
|
|
2021
Q3 | $29K | Buy |
+1,072
| New | +$29K | 0.01% | 403 |
|
|
2020
Q2 | – | Sell |
-24,725
| Closed | -$604K | – | 161 |
|
|
2020
Q1 | $604K | Buy |
24,725
+4,066
| +20% | +$99.3K | 0.28% | 88 |
|
|
2019
Q4 | $780K | Sell |
20,659
-1,363
| -6% | -$51.5K | 0.28% | 85 |
|
|
2019
Q3 | $837K | Buy |
22,022
+299
| +1% | +$11.4K | 0.33% | 81 |
|
|
2019
Q2 | $891K | Buy |
21,723
+846
| +4% | +$34.7K | 0.35% | 74 |
|
|
2019
Q1 | $898K | Sell |
20,877
-1,073
| -5% | -$46.2K | 0.37% | 71 |
|
|
2018
Q4 | $807K | Sell |
21,950
-46
| -0.2% | -$1.69K | 0.4% | 66 |
|
|
2018
Q3 | $969K | Sell |
21,996
-294
| -1% | -$13K | 0.43% | 62 |
|
|
2018
Q2 | $958K | Sell |
22,290
-289
| -1% | -$12.4K | 0.44% | 61 |
|
|
2018
Q1 | $851K | Buy |
22,579
+1,063
| +5% | +$40.1K | 0.41% | 62 |
|
|
2017
Q4 | $828K | Sell |
21,516
-279
| -1% | -$10.7K | 0.42% | 63 |
|
|
2017
Q3 | $756K | Buy |
21,795
+3,720
| +21% | +$129K | 0.4% | 65 |
|
|
2017
Q2 | $556K | Buy |
18,075
+3,152
| +21% | +$97K | 0.31% | 79 |
|
|
2017
Q1 | $450K | Buy |
14,923
+4,586
| +44% | +$138K | 0.26% | 88 |
|
|
2016
Q4 | $332K | Buy |
+10,337
| New | +$332K | 0.2% | 96 |
|