High Net Worth Advisory Group’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,935
| Closed | -$230K | – | 198 |
|
|
2023
Q3 | $230K | Hold |
5,935
| – | – | 0.09% | 168 |
|
|
2023
Q2 | $209K | Buy |
5,935
+635
| +12% | +$22.4K | 0.08% | 190 |
|
|
2023
Q1 | $201K | Hold |
5,300
| – | – | 0.08% | 185 |
|
|
2022
Q4 | $185K | Hold |
5,300
| – | – | 0.07% | 193 |
|
|
2022
Q3 | $151K | Sell |
5,300
-1,500
| -22% | -$42.7K | 0.06% | 205 |
|
|
2022
Q2 | $193K | Sell |
6,800
-381
| -5% | -$10.8K | 0.08% | 187 |
|
|
2022
Q1 | $211K | Sell |
7,181
-1,998
| -22% | -$58.7K | 0.08% | 180 |
|
|
2021
Q4 | $244K | Buy |
+9,179
| New | +$244K | 0.09% | 172 |
|