Fiduciary Group’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-9,281
| Closed | -$279K | – | 179 |
|
|
2017
Q1 | $279K | Sell |
9,281
-1,002
| -10% | -$30.1K | 0.07% | 149 |
|
|
2016
Q4 | $329K | Sell |
10,283
-1,215
| -11% | -$38.9K | 0.09% | 139 |
|
|
2016
Q3 | $340K | Sell |
11,498
-713
| -6% | -$21.1K | 0.09% | 137 |
|
|
2016
Q2 | $365K | Sell |
12,211
-172
| -1% | -$5.14K | 0.1% | 134 |
|
|
2016
Q1 | $314K | Hold |
12,383
| – | – | 0.09% | 144 |
|
|
2015
Q4 | $326K | Sell |
12,383
-16,306
| -57% | -$429K | 0.1% | 142 |
|
|
2015
Q3 | $738K | Sell |
28,689
-1,063
| -4% | -$27.3K | 0.25% | 104 |
|
|
2015
Q2 | $1M | Buy |
+29,752
| New | +$1M | 0.31% | 95 |
|