Destination Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,601
| Closed | -$213K | – | 158 |
|
|
2019
Q3 | $213K | Buy |
5,601
+1,756
| +46% | +$66.8K | 0.01% | 135 |
|
|
2019
Q2 | $158K | Sell |
3,845
-95
| -2% | -$3.9K | 0.01% | 148 |
|
|
2019
Q1 | $169K | Sell |
3,940
-463
| -11% | -$19.9K | 0.01% | 148 |
|
|
2018
Q4 | $162K | Buy |
4,403
+11
| +0.3% | +$405 | 0.01% | 153 |
|
|
2018
Q3 | $193K | Buy |
4,392
+43
| +1% | +$1.89K | 0.01% | 154 |
|
|
2018
Q2 | $187K | Buy |
4,349
+4,196
| +2,742% | +$180K | 0.01% | 144 |
|
|
2018
Q1 | $9K | Sell |
153
-12,810
| -99% | -$754K | ﹤0.01% | 402 |
|
|
2017
Q4 | $499K | Sell |
12,963
-117
| -0.9% | -$4.5K | 0.03% | 114 |
|
|
2017
Q3 | $453K | Buy |
13,080
+1,718
| +15% | +$59.5K | 0.03% | 114 |
|
|
2017
Q2 | $349K | Buy |
11,362
+980
| +9% | +$30.1K | 0.02% | 124 |
|
|
2017
Q1 | $313K | Sell |
10,382
-1,178
| -10% | -$35.5K | 0.02% | 129 |
|
|
2016
Q4 | $370K | Buy |
11,560
+515
| +5% | +$16.5K | 0.03% | 124 |
|
|
2016
Q3 | $327K | Buy |
11,045
+286
| +3% | +$8.47K | 0.03% | 130 |
|
|
2016
Q2 | $321K | Hold |
10,759
| – | – | 0.03% | 116 |
|
|
2016
Q1 | $283K | Hold |
10,759
| – | – | 0.03% | 112 |
|
|
2015
Q4 | $283K | Buy |
+10,759
| New | +$283K | 0.03% | 112 |
|