Financial Gravity Asset Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $1.58K | Sell |
635
-4,566
| -88% | -$11.3K | ﹤0.01% | 779 |
|
2024
Q1 | $12.7K | Buy |
5,201
+2,918
| +128% | +$7.11K | ﹤0.01% | 665 |
|
2023
Q4 | $5.62K | Buy |
+2,283
| New | +$5.62K | ﹤0.01% | 861 |
|
2018
Q3 | $9K | Sell |
277
-19
| -6% | -$617 | 0.01% | 588 |
|
2018
Q2 | $9K | Buy |
296
+38
| +15% | +$1.16K | 0.01% | 583 |
|
2018
Q1 | $6K | Buy |
+258
| New | +$6K | 0.01% | 662 |
|