Cohen Klingenstein’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,000
| Closed | -$175K | – | 238 |
|
|
2020
Q3 | $175K | Hold |
10,000
| – | – | 0.01% | 231 |
|
|
2020
Q2 | $233K | Hold |
10,000
| – | – | 0.01% | 227 |
|
|
2020
Q1 | $244K | Hold |
10,000
| – | – | 0.02% | 221 |
|
|
2019
Q4 | $377K | Hold |
10,000
| – | – | 0.02% | 220 |
|
|
2019
Q3 | $380K | Sell |
10,000
-169
| -2% | -$6.42K | 0.02% | 218 |
|
|
2019
Q2 | $417K | Hold |
10,169
| – | – | 0.03% | 186 |
|
|
2019
Q1 | $437K | Buy |
+10,169
| New | +$437K | 0.03% | 159 |
|