Cascade Investment Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-300
| Closed | -$7K | – | 257 |
|
|
2020
Q2 | $7K | Hold |
300
| – | – | 0.01% | 229 |
|
|
2020
Q1 | $7.32K | Hold |
300
| – | – | 0.01% | 221 |
|
|
2019
Q4 | $11.3K | Hold |
300
| – | – | 0.01% | 221 |
|
|
2019
Q3 | $11.4K | Sell |
300
-5
| -2% | -$190 | 0.01% | 218 |
|
|
2019
Q2 | $12.5K | Hold |
305
| – | – | 0.01% | 203 |
|
|
2019
Q1 | $13.1K | Sell |
305
-5
| -2% | -$215 | 0.01% | 187 |
|
|
2018
Q4 | $11.4K | Sell |
310
-356
| -53% | -$13.1K | 0.01% | 189 |
|
|
2018
Q3 | $29.3K | Sell |
666
-10
| -1% | -$440 | 0.02% | 153 |
|
|
2018
Q2 | $29K | Buy |
676
+353
| +109% | +$15.2K | 0.03% | 148 |
|
|
2018
Q1 | $12.2K | Sell |
323
-5
| -2% | -$188 | 0.01% | 177 |
|
|
2017
Q4 | $12.6K | Sell |
328
-5
| -2% | -$192 | 0.01% | 171 |
|
|
2017
Q3 | $11.5K | Sell |
333
-5
| -1% | -$173 | 0.01% | 155 |
|
|
2017
Q2 | $10.4K | Buy |
+338
| New | +$10.4K | 0.01% | 156 |
|