D.B. Root & Company’s BP BP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-7,714
| Closed | -$205K | – | 184 |
|
2021
Q4 | $205K | Buy |
7,714
+91
| +1% | +$2.42K | 0.07% | 186 |
|
2021
Q3 | $208K | Sell |
7,623
-1,356
| -15% | -$37K | 0.08% | 188 |
|
2021
Q2 | $237K | Sell |
8,979
-147
| -2% | -$3.88K | 0.09% | 191 |
|
2021
Q1 | $222K | Buy |
+9,126
| New | +$222K | 0.09% | 195 |
|