Charter Oak Capital Management’s BP BP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-2,880
| Closed | -$82K | – | 260 |
|
2022
Q2 | $82K | Sell |
2,880
-296
| -9% | -$8.43K | 0.01% | 265 |
|
2022
Q1 | $93K | Sell |
3,176
-345
| -10% | -$10.1K | 0.01% | 266 |
|
2021
Q4 | $94K | Buy |
3,521
+13
| +0.4% | +$347 | 0.01% | 261 |
|
2021
Q3 | $96K | Buy |
3,508
+650
| +23% | +$17.8K | 0.01% | 250 |
|
2021
Q2 | $76K | Sell |
2,858
-173
| -6% | -$4.6K | 0.01% | 268 |
|
2021
Q1 | $74K | Buy |
3,031
+176
| +6% | +$4.3K | 0.01% | 269 |
|
2020
Q4 | $59K | Buy |
+2,855
| New | +$59K | 0.01% | 274 |
|