Financial Architects (New Jersey)’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Hold |
0
| – | -$22K | – | 292 |
|
|
2015
Q2 | – | Hold |
0
| – | -$20K | – | 602 |
|
|
2015
Q1 | – | Hold |
0
| – | -$23K | – | 571 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 490 |
|
|
2013
Q4 | – | Sell |
-289
| Closed | -$25K | – | 205 |
|
|
2013
Q3 | $25K | Buy |
289
+7
| +2% | +$606 | 0.02% | 340 |
|
|
2013
Q2 | $27K | Buy |
+282
| New | +$27K | 0.02% | 313 |
|