Geneos Wealth Management’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $185K | Sell |
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|
2022
Q1 | $250K | Hold |
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|
2021
Q4 | $65K | Sell |
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|
2021
Q3 | $69K | Hold |
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|
2021
Q2 | $86K | Sell |
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|
2021
Q1 | $57K | Hold |
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|
2020
Q4 | $68K | Sell |
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|
2020
Q3 | $41K | Hold |
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|
2020
Q2 | $92K | Buy |
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|
2020
Q1 | $134K | Buy |
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|
2019
Q4 | $51K | Sell |
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|
2019
Q3 | $70K | Sell |
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|
2019
Q2 | $130K | Sell |
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|
2019
Q1 | $230K | Buy |
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|
2018
Q4 | $197K | Buy |
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|
2018
Q3 | $295K | Buy |
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|
2018
Q2 | $252K | Sell |
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|
2018
Q1 | $207K | Buy |
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|
2017
Q4 | $173K | Buy |
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|
2017
Q3 | $193K | Sell |
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|
2017
Q2 | $191K | Sell |
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|
2017
Q1 | $184K | Buy |
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|
2016
Q4 | $175K | Sell |
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|
2016
Q3 | $144K | Sell |
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|
2016
Q2 | $148K | Sell |
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|
2016
Q1 | $118K | Buy |
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