Cassady Schiller Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.91K | Hold |
200
| – | – | ﹤0.01% | 385 |
|
|
2024
Q3 | $6.28K | Hold |
200
| – | – | ﹤0.01% | 340 |
|
|
2024
Q2 | $7.22K | Sell |
200
-16
| -7% | -$578 | ﹤0.01% | 332 |
|
|
2024
Q1 | $8.14K | Hold |
216
| – | – | ﹤0.01% | 344 |
|
|
2023
Q4 | $7.65K | Hold |
216
| – | – | ﹤0.01% | 342 |
|
|
2023
Q3 | $8.36K | Buy |
216
+200
| +1,250% | +$7.74K | ﹤0.01% | 341 |
|
|
2023
Q2 | $565 | Hold |
16
| – | – | ﹤0.01% | 449 |
|
|
2023
Q1 | $607 | Hold |
16
| – | – | ﹤0.01% | 427 |
|
|
2022
Q4 | $559 | Buy |
+16
| New | +$559 | ﹤0.01% | 449 |
|
|
2022
Q1 | – | Sell |
-16
| Closed | – | – | 168 |
|
|
2021
Q4 | $0 | Buy |
+16
| New | – | ﹤0.01% | 554 |
|