CP
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Castleview Partners’s BP BP Stock Holding History

Castleview Partners’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100
Closed -$3.61K – 590
2024
Q2 		$3.61K Hold
100
– – ﹤0.01% 661
2024
Q1 		$3.77K Hold
100
– – ﹤0.01% 674
2023
Q4 		$3.54K Hold
100
– – ﹤0.01% 624
2023
Q3 		$3.87K Sell
100
-500
-83% -$18.6K ﹤0.01% 506
2023
Q2 		$21.2K Buy
600
+500
+500% +$18.5K 0.02% 351
2023
Q1 		$3.79K Buy
+100
New +$3.74K ﹤0.01% 520
2022
Q4 		– Sell
-100
Closed -$3K – 663
2022
Q3 		$3K Buy
100
+90
+900% +$2.68K ﹤0.01% 487
2022
Q2 		$1.49K Sell
10
-90
-90% -$2.76K ﹤0.01% 655
2022
Q1 		$2K Sell
100
-2,563
-96% -$78.1K ﹤0.01% 632
2021
Q4 		$100 Buy
+2,663
New +$73.9K ﹤0.01% 793
2021
Q2 		$58K Buy
+2,189
New +$57.4K 0.03% 377

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BlackRock
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Goldman Sachs
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return