Crestwood Advisors Group’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-10,953
| Closed | -$421K | – | 181 |
|
|
2017
Q4 | $421K | Buy |
+10,953
| New | +$421K | 0.03% | 117 |
|
|
2017
Q2 | – | Sell |
-3,784
| Closed | -$115K | – | 190 |
|
|
2017
Q1 | $115K | Buy |
+3,784
| New | +$115K | 0.01% | 179 |
|
|
2015
Q2 | – | Sell |
-6,794
| Closed | -$220K | – | 156 |
|
|
2015
Q1 | $220K | Buy |
6,794
+4
| +0.1% | +$130 | 0.03% | 134 |
|
|
2014
Q4 | $215K | Sell |
6,790
-117
| -2% | -$3.71K | 0.03% | 135 |
|
|
2014
Q3 | $248K | Sell |
6,907
-251
| -4% | -$9.01K | 0.04% | 108 |
|
|
2014
Q2 | $309K | Sell |
7,158
-367
| -5% | -$15.8K | 0.05% | 92 |
|
|
2014
Q1 | $296K | Sell |
7,525
-1,039
| -12% | -$40.9K | 0.05% | 98 |
|
|
2013
Q4 | $341K | Sell |
8,564
-886
| -9% | -$35.3K | 0.05% | 91 |
|
|
2013
Q3 | $325K | Sell |
9,450
-502
| -5% | -$17.3K | 0.06% | 91 |
|
|
2013
Q2 | $340K | Buy |
+9,952
| New | +$340K | 0.06% | 91 |
|