Dakota Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-6,996
| Closed | -$264K | – | 717 |
|
2024
Q1 | $264K | Buy |
6,996
+697
| +11% | +$26.3K | 0.01% | 612 |
|
2023
Q4 | $223K | Buy |
+6,299
| New | +$223K | 0.01% | 582 |
|
2023
Q3 | – | Sell |
-6,056
| Closed | -$214K | – | 657 |
|
2023
Q2 | $214K | Buy |
6,056
+634
| +12% | +$22.4K | 0.01% | 571 |
|
2023
Q1 | $206K | Buy |
+5,422
| New | +$206K | 0.01% | 557 |
|