FormulaFolio Investments’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8,820
| Closed | -$206K | – | 319 |
|
|
2020
Q2 | $206K | Sell |
8,820
-994
| -10% | -$23.2K | 0.01% | 277 |
|
|
2020
Q1 | $239K | Sell |
9,814
-289
| -3% | -$7.04K | 0.01% | 249 |
|
|
2019
Q4 | $381K | Sell |
10,103
-116
| -1% | -$4.38K | 0.01% | 268 |
|
|
2019
Q3 | $388K | Sell |
10,219
-38
| -0.4% | -$1.44K | 0.02% | 247 |
|
|
2019
Q2 | $421K | Sell |
10,257
-78
| -0.8% | -$3.2K | 0.02% | 222 |
|
|
2019
Q1 | $444K | Buy |
10,335
+2,357
| +30% | +$101K | 0.02% | 208 |
|
|
2018
Q4 | $356K | Sell |
7,978
-120
| -1% | -$5.36K | 0.02% | 244 |
|
|
2018
Q3 | $356K | Sell |
8,098
-72
| -0.9% | -$3.17K | 0.02% | 244 |
|
|
2018
Q2 | $351K | Buy |
8,170
+1,012
| +14% | +$43.5K | 0.02% | 235 |
|
|
2018
Q1 | $270K | Buy |
+7,158
| New | +$270K | 0.02% | 234 |
|
|
2017
Q4 | – | Sell |
-7,244
| Closed | -$251K | – | 250 |
|
|
2017
Q3 | $251K | Sell |
7,244
-110
| -1% | -$3.81K | 0.02% | 199 |
|
|
2017
Q2 | $226K | Sell |
7,354
-364
| -5% | -$11.2K | 0.02% | 201 |
|
|
2017
Q1 | $232K | Buy |
+7,718
| New | +$232K | 0.03% | 193 |
|