Cedar Brook Financial Partners’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,716
| Closed | -$404K | – | 63 |
|
|
2024
Q1 | $404K | Sell |
10,716
-71
| -0.7% | -$2.68K | 0.08% | 248 |
|
|
2023
Q4 | $373K | Buy |
10,787
+1,375
| +15% | +$47.6K | 0.08% | 239 |
|
|
2023
Q3 | $364K | Buy |
9,412
+335
| +4% | +$13K | 0.1% | 216 |
|
|
2023
Q2 | $320K | Buy |
9,077
+3,418
| +60% | +$121K | 0.08% | 270 |
|
|
2023
Q1 | $215K | Sell |
5,659
-177
| -3% | -$6.72K | 0.06% | 350 |
|
|
2022
Q4 | $204K | Buy |
+5,836
| New | +$204K | 0.06% | 349 |
|
|
2019
Q4 | – | Sell |
-7,705
| Closed | -$293K | – | 295 |
|
|
2019
Q3 | $293K | Sell |
7,705
-512
| -6% | -$19.5K | 0.13% | 207 |
|
|
2019
Q2 | $337K | Buy |
8,217
+113
| +1% | +$4.63K | 0.16% | 189 |
|
|
2019
Q1 | $348K | Buy |
8,104
+71
| +0.9% | +$3.05K | 0.17% | 182 |
|
|
2018
Q4 | $295K | Buy |
+8,033
| New | +$295K | 0.18% | 171 |
|