Evolution Wealth Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,348
| Closed | -$228K | – | 135 |
|
|
2024
Q2 | $228K | Hold |
6,348
| – | – | 0.04% | 125 |
|
|
2024
Q1 | $239K | Hold |
6,348
| – | – | 0.05% | 116 |
|
|
2023
Q4 | $225K | Buy |
+6,348
| New | +$225K | 0.05% | 114 |
|
|
2021
Q4 | – | Sell |
-790
| Closed | -$22K | – | 221 |
|
|
2021
Q3 | $22K | Sell |
790
-138,997
| -99% | -$3.87M | ﹤0.01% | 301 |
|
|
2021
Q2 | $3.69M | Sell |
139,787
-2,879
| -2% | -$76.1K | 0.75% | 29 |
|
|
2021
Q1 | $3.47M | Buy |
142,666
+3,861
| +3% | +$94K | 0.78% | 33 |
|
|
2020
Q4 | $2.85M | Buy |
138,805
+136,605
| +6,209% | +$2.8M | 0.64% | 37 |
|
|
2020
Q3 | $38K | Buy |
+2,200
| New | +$38K | 0.01% | 201 |
|
|
2020
Q1 | – | Sell |
-1,014
| Closed | -$38K | – | 353 |
|
|
2019
Q4 | $38K | Buy |
+1,014
| New | +$38K | 0.01% | 172 |
|