Foster Victor Wealth Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,527
| Closed | -$433K | – | 193 |
|
|
2024
Q3 | $433K | Sell |
13,527
-6,442
| -32% | -$206K | 0.03% | 138 |
|
|
2024
Q2 | $697K | Buy |
19,969
+3,694
| +23% | +$129K | 0.06% | 118 |
|
|
2024
Q1 | $645K | Buy |
16,275
+25
| +0.2% | +$991 | 0.06% | 109 |
|
|
2023
Q4 | $576K | Buy |
16,250
+6,250
| +63% | +$221K | 0.06% | 115 |
|
|
2023
Q3 | $373K | Hold |
10,000
| – | – | 0.04% | 114 |
|
|
2023
Q2 | $353K | Buy |
10,000
+500
| +5% | +$17.7K | 0.04% | 119 |
|
|
2023
Q1 | $374K | Buy |
+9,500
| New | +$374K | 0.05% | 116 |
|