Frontier Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,341
| Closed | -$201K | – | 431 |
|
|
2021
Q3 | $201K | Sell |
7,341
-500
| -6% | -$13.7K | 0.01% | 396 |
|
|
2021
Q2 | $207K | Buy |
+7,841
| New | +$207K | 0.01% | 405 |
|
|
2020
Q3 | – | Sell |
-9,774
| Closed | -$228K | – | 361 |
|
|
2020
Q2 | $228K | Buy |
9,774
+476
| +5% | +$11.1K | 0.02% | 310 |
|
|
2020
Q1 | $227K | Sell |
9,298
-3,494
| -27% | -$85.3K | 0.04% | 250 |
|
|
2019
Q4 | $483K | Buy |
12,792
+1,318
| +11% | +$49.8K | 0.08% | 189 |
|
|
2019
Q3 | $436K | Sell |
11,474
-1,381
| -11% | -$52.5K | 0.06% | 204 |
|
|
2019
Q2 | $527K | Sell |
12,855
-1,440
| -10% | -$59K | 0.08% | 185 |
|
|
2019
Q1 | $615K | Sell |
14,295
-953
| -6% | -$41K | 0.08% | 192 |
|
|
2018
Q4 | $560K | Buy |
15,248
+357
| +2% | +$13.1K | 0.09% | 193 |
|
|
2018
Q3 | $655K | Sell |
14,891
-131
| -0.9% | -$5.76K | 0.06% | 190 |
|
|
2018
Q2 | $646K | Sell |
15,022
-222
| -1% | -$9.55K | 0.09% | 186 |
|
|
2018
Q1 | $574K | Buy |
15,244
+1,488
| +11% | +$56K | 0.08% | 209 |
|
|
2017
Q4 | $529K | Sell |
13,756
-3,037
| -18% | -$117K | 0.08% | 205 |
|
|
2017
Q3 | $582K | Sell |
16,793
-556
| -3% | -$19.3K | 0.08% | 206 |
|
|
2017
Q2 | $533K | Sell |
17,349
-3,406
| -16% | -$105K | 0.08% | 215 |
|
|
2017
Q1 | $625K | Sell |
20,755
-218
| -1% | -$6.57K | 0.1% | 196 |
|
|
2016
Q4 | $672K | Sell |
20,973
-2,673
| -11% | -$85.6K | 0.11% | 186 |
|
|
2016
Q3 | $700K | Sell |
23,646
-1,138
| -5% | -$33.7K | 0.11% | 172 |
|
|
2016
Q2 | $740K | Buy |
24,784
+1,157
| +5% | +$34.5K | 0.12% | 160 |
|
|
2016
Q1 | $600K | Buy |
23,627
+1,054
| +5% | +$26.8K | 0.05% | 184 |
|
|
2015
Q4 | $594K | Sell |
22,573
-3,031
| -12% | -$79.8K | 0.1% | 180 |
|
|
2015
Q3 | $658K | Sell |
25,604
-3,666
| -13% | -$94.2K | 0.1% | 171 |
|
|
2015
Q2 | $984K | Buy |
+29,270
| New | +$984K | 0.15% | 136 |
|