Fernwood Investment Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-600
| Closed | -$22.6K | – | 255 |
|
|
2024
Q1 | $22.6K | Buy |
+600
| New | +$22.6K | 0.01% | 437 |
|
|
2014
Q4 | – | Sell |
-5,838
| Closed | -$210K | – | 111 |
|
|
2014
Q3 | $210K | Hold |
5,838
| – | – | 0.18% | 101 |
|
|
2014
Q2 | $252K | Sell |
5,838
-61
| -1% | -$2.63K | 0.21% | 98 |
|
|
2014
Q1 | $232K | Hold |
5,899
| – | – | 0.22% | 101 |
|
|
2013
Q4 | $235K | Buy |
+5,899
| New | +$235K | 0.16% | 126 |
|