Concert Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-8,473
| Closed | -$278K | – | 186 |
|
|
2017
Q1 | $278K | Sell |
8,473
-2,543
| -23% | -$83.4K | 0.06% | 365 |
|
|
2016
Q4 | $355K | Sell |
11,016
-77,161
| -88% | -$2.49M | 0.08% | 317 |
|
|
2016
Q3 | $2.61M | Buy |
88,177
+13,472
| +18% | +$399K | 0.32% | 64 |
|
|
2016
Q2 | $2.23M | Buy |
74,705
+11,144
| +18% | +$333K | 0.3% | 77 |
|
|
2016
Q1 | $1.62M | Buy |
63,561
+9,199
| +17% | +$235K | 0.22% | 120 |
|
|
2015
Q4 | $1.43M | Sell |
54,362
-6,167
| -10% | -$162K | 0.19% | 131 |
|
|
2015
Q3 | $1.55M | Buy |
60,529
+11,457
| +23% | +$294K | 0.21% | 118 |
|
|
2015
Q2 | $1.65M | Buy |
49,072
+2,435
| +5% | +$81.7K | 0.21% | 112 |
|
|
2015
Q1 | $1.03M | Buy |
46,637
+5,176
| +12% | +$114K | 0.29% | 81 |
|
|
2014
Q4 | $1.31M | Buy |
41,461
+32,733
| +375% | +$1.04M | 0.2% | 126 |
|
|
2014
Q3 | $312K | Sell |
8,728
-2,919
| -25% | -$104K | 0.04% | 384 |
|
|
2014
Q2 | $485K | Sell |
11,647
-770
| -6% | -$32.1K | 0.06% | 284 |
|
|
2014
Q1 | $492K | Buy |
12,417
+1
| +0% | +$40 | 0.06% | 274 |
|
|
2013
Q4 | $494K | Sell |
12,416
-2,032
| -14% | -$80.8K | 0.06% | 259 |
|
|
2013
Q3 | $495K | Sell |
14,448
-3,242
| -18% | -$111K | 0.07% | 254 |
|
|
2013
Q2 | $604K | Buy |
+17,690
| New | +$604K | 0.09% | 187 |
|