DWM
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Dynasty Wealth Management’s BP BP Stock Holding History

Dynasty Wealth Management’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-19,428
Closed -$701K – 228
2024
Q2 		$701K Sell
19,428
-1,201
-6% -$43.4K 0.02% 162
2024
Q1 		$777K Buy
+20,629
New +$777K 0.02% 145