Family Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,814
| Closed | -$205K | – | 155 |
|
|
2023
Q2 | $205K | Buy |
+5,814
| New | +$205K | 0.04% | 131 |
|
|
2020
Q1 | – | Sell |
-42,024
| Closed | -$1.59M | – | 162 |
|
|
2019
Q4 | $1.59M | Buy |
42,024
+10,425
| +33% | +$393K | 0.55% | 53 |
|
|
2019
Q3 | $1.2M | Sell |
31,599
-1,154
| -4% | -$43.8K | 0.45% | 52 |
|
|
2019
Q2 | $1.34M | Buy |
32,753
+484
| +1% | +$19.8K | 0.53% | 52 |
|
|
2019
Q1 | $1.39M | Buy |
32,269
+2,275
| +8% | +$97.8K | 0.6% | 51 |
|
|
2018
Q4 | $1.1M | Sell |
29,994
-7,040
| -19% | -$259K | 0.46% | 55 |
|
|
2018
Q3 | $1.63M | Sell |
37,034
-1,179
| -3% | -$51.9K | 0.95% | 33 |
|
|
2018
Q2 | $1.64M | Buy |
38,213
+599
| +2% | +$25.7K | 1.02% | 34 |
|
|
2018
Q1 | $1.42M | Sell |
37,614
-1,079
| -3% | -$40.6K | 1.07% | 30 |
|
|
2017
Q4 | $1.49M | Buy |
+38,693
| New | +$1.49M | 1.04% | 30 |
|