GW Henssler & Associates’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-10,215
| Closed | -$263K | – | 158 |
|
|
2015
Q3 | $263K | Buy |
10,215
+953
| +10% | +$24.5K | 0.03% | 142 |
|
|
2015
Q2 | $311K | Buy |
+9,262
| New | +$311K | 0.03% | 131 |
|
|
2014
Q2 | – | Sell |
-5,384
| Closed | -$212K | – | 144 |
|
|
2014
Q1 | $212K | Sell |
5,384
-76
| -1% | -$2.99K | 0.02% | 154 |
|
|
2013
Q4 | $217K | Buy |
+5,460
| New | +$217K | 0.03% | 153 |
|