Capital Planning Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-10,102
| Closed | -$304K | – | 132 |
|
|
2017
Q1 | $304K | Buy |
10,102
+707
| +8% | +$21.3K | 0.15% | 94 |
|
|
2016
Q4 | $301K | Sell |
9,395
-1,657
| -15% | -$53.1K | 0.16% | 81 |
|
|
2016
Q3 | $327K | Sell |
11,052
-1,307
| -11% | -$38.7K | 0.17% | 81 |
|
|
2016
Q2 | $369K | Hold |
12,359
| – | – | 0.21% | 79 |
|
|
2016
Q1 | $314K | Hold |
12,359
| – | – | 0.15% | 80 |
|
|
2015
Q4 | $325K | Sell |
12,359
-565
| -4% | -$14.9K | 0.19% | 82 |
|
|
2015
Q3 | $332K | Sell |
12,924
-951
| -7% | -$24.4K | 0.22% | 76 |
|
|
2015
Q2 | $466K | Buy |
13,875
+3,391
| +32% | +$114K | 0.27% | 69 |
|
|
2015
Q1 | $340K | Buy |
10,484
+34
| +0.3% | +$1.1K | 0.24% | 73 |
|
|
2014
Q4 | $331K | Buy |
+10,450
| New | +$331K | 0.29% | 70 |
|