Evermay Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,643
| Closed | -$70K | – | 525 |
|
|
2021
Q4 | $70K | Hold |
2,643
| – | – | 0.01% | 249 |
|
|
2021
Q3 | $72K | Hold |
2,643
| – | – | 0.01% | 235 |
|
|
2021
Q2 | $70K | Buy |
+2,643
| New | +$70K | 0.01% | 248 |
|
|
2020
Q1 | – | Sell |
-5,443
| Closed | -$205K | – | 137 |
|
|
2019
Q4 | $205K | Buy |
+5,443
| New | +$205K | 0.05% | 159 |
|