Edge Wealth Management’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-200
| Closed | -$1K | – | 627 |
|
2019
Q4 | $1K | Hold |
200
| – | – | ﹤0.01% | 548 |
|
2019
Q3 | $1K | Hold |
200
| – | – | ﹤0.01% | 539 |
|
2019
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 504 |
|
2019
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 456 |
|
2018
Q4 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 479 |
|