HCR Wealth Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-21,897
| Closed | -$832K | – | 241 |
|
|
2019
Q3 | $832K | Sell |
21,897
-3,053
| -12% | -$116K | 0.28% | 68 |
|
|
2019
Q2 | $1.02M | Sell |
24,950
-1,034
| -4% | -$42.4K | 0.29% | 65 |
|
|
2019
Q1 | $1.11M | Buy |
25,984
+1,597
| +7% | +$68.3K | 0.32% | 64 |
|
|
2018
Q4 | $896K | Buy |
24,387
+93
| +0.4% | +$3.42K | 0.29% | 73 |
|
|
2018
Q3 | $984K | Sell |
24,294
-348
| -1% | -$14.1K | 0.32% | 72 |
|
|
2018
Q2 | $1.06M | Buy |
24,642
+595
| +2% | +$25.5K | 0.35% | 73 |
|
|
2018
Q1 | $906K | Sell |
24,047
-392
| -2% | -$14.8K | 0.31% | 80 |
|
|
2017
Q4 | $940K | Sell |
24,439
-366
| -1% | -$14.1K | 0.33% | 68 |
|
|
2017
Q3 | $860K | Buy |
+24,805
| New | +$860K | 0.36% | 70 |
|
|
2017
Q2 | – | Sell |
-26,266
| Closed | -$791K | – | 153 |
|
|
2017
Q1 | $791K | Sell |
26,266
-467
| -2% | -$14.1K | 0.41% | 61 |
|
|
2016
Q4 | $856K | Buy |
+26,733
| New | +$856K | 0.45% | 52 |
|