Dixon Hubard Feinour & Brown’s BP BP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-7,416
| Closed | -$280K | – | 168 |
|
2019
Q4 | $280K | Hold |
7,416
| – | – | 0.07% | 149 |
|
2019
Q3 | $282K | Sell |
7,416
-125
| -2% | -$4.75K | 0.08% | 140 |
|
2019
Q2 | $309K | Hold |
7,541
| – | – | 0.09% | 133 |
|
2019
Q1 | $324K | Sell |
7,541
-5,384
| -42% | -$231K | 0.1% | 124 |
|
2018
Q4 | $475K | Sell |
12,925
-195
| -1% | -$7.17K | 0.18% | 103 |
|
2018
Q3 | $577K | Sell |
13,120
-170
| -1% | -$7.48K | 0.16% | 105 |
|
2018
Q2 | $571K | Buy |
13,290
+3,917
| +42% | +$168K | 0.17% | 103 |
|
2018
Q1 | $353K | Sell |
9,373
-141
| -1% | -$5.31K | 0.1% | 129 |
|
2017
Q4 | $366K | Buy |
9,514
+2,085
| +28% | +$80.2K | 0.1% | 135 |
|
2017
Q3 | $257K | Sell |
7,429
-503
| -6% | -$17.4K | 0.07% | 154 |
|
2017
Q2 | $244K | Buy |
+7,932
| New | +$244K | 0.07% | 155 |
|
2014
Q4 | – | Sell |
-11,894
| Closed | -$428K | – | 186 |
|
2014
Q3 | $428K | Sell |
11,894
-322
| -3% | -$11.6K | 0.14% | 118 |
|
2014
Q2 | $527K | Hold |
12,216
| – | – | 0.17% | 112 |
|
2014
Q1 | $481K | Buy |
12,216
+5,241
| +75% | +$206K | 0.17% | 112 |
|
2013
Q4 | $277K | Hold |
6,975
| – | – | 0.1% | 136 |
|
2013
Q3 | $240K | Hold |
6,975
| – | – | 0.1% | 134 |
|
2013
Q2 | $238K | Buy |
+6,975
| New | +$238K | 0.11% | 119 |
|