Everett Harris & Co’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-6,841
| Closed | -$216K | – | 239 |
|
|
2014
Q4 | $216K | Sell |
6,841
-201
| -3% | -$6.35K | 0.01% | 224 |
|
|
2014
Q3 | $253K | Buy |
7,042
+64
| +0.9% | +$2.3K | 0.01% | 211 |
|
|
2014
Q2 | $301K | Hold |
6,978
| – | – | 0.01% | 195 |
|
|
2014
Q1 | $275K | Hold |
6,978
| – | – | 0.01% | 201 |
|
|
2013
Q4 | $277K | Buy |
6,978
+590
| +9% | +$23.4K | 0.01% | 189 |
|
|
2013
Q3 | $220K | Hold |
6,388
| – | – | 0.01% | 193 |
|
|
2013
Q2 | $218K | Buy |
+6,388
| New | +$218K | 0.01% | 202 |
|