Genovese Burford & Brothers Wealth & Retirement Plan Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,313
| Closed | -$142K | – | 124 |
|
|
2018
Q2 | $142K | Sell |
3,313
-499
| -13% | -$21.4K | 0.05% | 97 |
|
|
2018
Q1 | $144K | Buy |
3,812
+176
| +5% | +$6.65K | 0.05% | 95 |
|
|
2017
Q4 | $143K | Buy |
3,636
+2,757
| +314% | +$108K | 0.37% | 55 |
|
|
2017
Q3 | $30K | Sell |
879
-15
| -2% | -$512 | 0.01% | 185 |
|
|
2017
Q2 | $27K | Sell |
894
-15
| -2% | -$453 | 0.01% | 185 |
|
|
2017
Q1 | $28K | Sell |
909
-942
| -51% | -$29K | 0.01% | 197 |
|
|
2016
Q4 | $60K | Buy |
1,851
+909
| +96% | +$29.5K | 0.02% | 152 |
|
|
2016
Q3 | $27K | Sell |
942
-138
| -13% | -$3.96K | 0.01% | 206 |
|
|
2016
Q2 | $32K | Buy |
1,080
+2
| +0.2% | +$59 | 0.01% | 177 |
|
|
2016
Q1 | $27K | Buy |
1,078
+2
| +0.2% | +$50 | 0.01% | 178 |
|
|
2015
Q4 | $28K | Buy |
+1,076
| New | +$28K | 0.01% | 166 |
|