Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$17.6K Buy
+375
New +$14.7K 0.01% 326
2024
Q4
Sell
-200
Closed -$6.28K 522
2024
Q3
$6.28K Buy
+200
New +$6.77K ﹤0.01% 404
2021
Q1
Sell
-1,000
Closed -$21K 390
2020
Q4
$21K Hold
1,000
0.01% 273
2020
Q3
$17K Hold
1,000
0.01% 246
2020
Q2
$23K Hold
1,000
0.02% 217
2020
Q1
$24K Hold
1,000
0.02% 225
2019
Q4
$38K Hold
1,000
0.02% 234
2019
Q3
$38K Sell
1,000
-19,157
-95% -$731K 0.03% 208
2019
Q2
$61K Buy
20,157
+19,140
+1,882% +$803K 0.04% 208
2019
Q1
$44K Sell
1,017
-15
-1% -$615 0.03% 216
2018
Q4
$38K Sell
1,032
-15
-1% -$599 0.03% 200
2018
Q3
$46K Sell
1,047
-15
-1% -$627 0.03% 216
2018
Q2
$46K Sell
1,062
-14
-1% -$588 0.03% 206
2018
Q1
$41K Sell
1,076
-16
-1% -$603 0.03% 205
2017
Q4
$42K Buy
+1,092
New +$39.6K 0.03% 215

Other funds holding BP