Epstein & White Financial’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,952
| Closed | -$205K | – | 72 |
|
|
2019
Q2 | $205K | Sell |
4,952
-1,334
| -21% | -$55.2K | 0.11% | 79 |
|
|
2019
Q1 | $272K | Sell |
6,286
-1,301
| -17% | -$56.3K | 0.16% | 60 |
|
|
2018
Q4 | $281K | Sell |
7,587
-236
| -3% | -$8.74K | 0.18% | 54 |
|
|
2018
Q3 | $353K | Sell |
7,823
-3,960
| -34% | -$179K | 0.23% | 48 |
|
|
2018
Q2 | $527K | Sell |
11,783
-1,082
| -8% | -$48.4K | 0.39% | 40 |
|
|
2018
Q1 | $483K | Buy |
12,865
+1,239
| +11% | +$46.5K | 0.31% | 57 |
|
|
2017
Q4 | $479K | Buy |
+11,626
| New | +$479K | 0.28% | 59 |
|