Friedberg Investment Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-8,611
| Closed | -$275K | – | 95 |
|
|
2016
Q4 | $275K | Sell |
8,611
-157
| -2% | -$5.01K | 0.13% | 91 |
|
|
2016
Q3 | $259K | Hold |
8,768
| – | – | 0.11% | 92 |
|
|
2016
Q2 | $261K | Hold |
8,768
| – | – | 0.12% | 85 |
|
|
2016
Q1 | $222K | Hold |
8,768
| – | – | 0.11% | 84 |
|
|
2015
Q4 | $230K | Sell |
8,768
-6,655
| -43% | -$175K | 0.11% | 89 |
|
|
2015
Q3 | $396K | Buy |
15,423
+6,655
| +76% | +$171K | 0.19% | 78 |
|
|
2015
Q2 | $294K | Sell |
8,768
-123
| -1% | -$4.12K | 0.11% | 95 |
|
|
2015
Q1 | $288K | Hold |
8,891
| – | – | 0.1% | 93 |
|
|
2014
Q4 | $281K | Buy |
8,891
+2,045
| +30% | +$64.6K | 0.11% | 94 |
|
|
2014
Q3 | $246K | Sell |
6,846
-8,784
| -56% | -$316K | 0.09% | 100 |
|
|
2014
Q2 | $674K | Buy |
15,630
+8,784
| +128% | +$379K | 0.25% | 86 |
|
|
2014
Q1 | $269K | Hold |
6,846
| – | – | 0.11% | 91 |
|
|
2013
Q4 | $272K | Hold |
6,846
| – | – | 0.11% | 94 |
|
|
2013
Q3 | $235K | Hold |
6,846
| – | – | 0.1% | 87 |
|
|
2013
Q2 | $234K | Buy |
+6,846
| New | +$234K | 0.1% | 90 |
|