Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-21,876
Closed -$510K 139
2020
Q2
$510K Sell
21,876
-23,660
-52% -$568K 0.29% 85
2020
Q1
$1.11M Sell
45,536
-959
-2% -$31K 0.76% 34
2019
Q4
$1.75M Buy
46,495
+1,968
+4% +$74.7K 1.07% 25
2019
Q3
$1.69M Buy
44,527
+4,907
+12% +$187K 1.15% 20
2019
Q2
$1.62M Sell
39,620
-6,552
-14% -$275K 1.13% 22
2019
Q1
$1.99M Buy
46,172
+645
+1% +$26.4K 1.51% 13
2018
Q4
$1.67M Sell
45,527
-7,629
-14% -$305K 1.43% 20
2018
Q3
$2.34M Buy
53,156
+3,798
+8% +$159K 1.79% 12
2018
Q2
$2.12M Buy
49,358
+485
+1% +$20.4K 1.73% 13
2018
Q1
$1.84M Buy
48,873
+3,116
+7% +$117K 1.61% 17
2017
Q4
$1.76M Buy
+45,757
New +$1.66M 1.57% 20

Other funds holding BP