Empirical Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-20,321
| Closed | -$355K | – | 377 |
|
|
2020
Q3 | $355K | Sell |
20,321
-29
| -0.1% | -$507 | 0.03% | 258 |
|
|
2020
Q2 | $475K | Sell |
20,350
-1,793
| -8% | -$41.9K | 0.04% | 216 |
|
|
2020
Q1 | $540K | Buy |
+22,143
| New | +$540K | 0.06% | 170 |
|
|
2019
Q3 | – | Sell |
-5,976
| Closed | -$245K | – | 282 |
|
|
2019
Q2 | $245K | Buy |
+5,976
| New | +$245K | 0.03% | 222 |
|