Clear Perspective Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,373
| Closed | -$56K | – | 154 |
|
|
2019
Q2 | $56K | Buy |
+1,373
| New | +$56K | 0.04% | 180 |
|
|
2018
Q3 | – | Sell |
-1,009
| Closed | -$43K | – | 174 |
|
|
2018
Q2 | $43K | Sell |
1,009
-13
| -1% | -$554 | 0.03% | 264 |
|
|
2018
Q1 | $39K | Sell |
1,022
-16
| -2% | -$611 | 0.03% | 255 |
|
|
2017
Q4 | $40K | Sell |
1,038
-78
| -7% | -$3.01K | 0.03% | 248 |
|
|
2017
Q3 | $39K | Buy |
1,116
+44
| +4% | +$1.54K | 0.03% | 248 |
|
|
2017
Q2 | $33K | Sell |
1,072
-17
| -2% | -$523 | 0.03% | 257 |
|
|
2017
Q1 | $33K | Sell |
1,089
-20
| -2% | -$606 | 0.02% | 243 |
|
|
2016
Q4 | $36K | Buy |
+1,109
| New | +$36K | 0.02% | 226 |
|