Huber Financial Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-6,133
| Closed | -$231K | – | 114 |
|
2019
Q4 | $231K | Buy |
6,133
+74
| +1% | +$2.79K | 0.08% | 109 |
|
2019
Q3 | $230K | Buy |
+6,059
| New | +$230K | 0.09% | 109 |
|
2019
Q2 | – | Sell |
-4,712
| Closed | -$203K | – | 120 |
|
2019
Q1 | $203K | Buy |
+4,712
| New | +$203K | 0.1% | 115 |
|
2018
Q4 | – | Sell |
-4,745
| Closed | -$209K | – | 100 |
|
2018
Q3 | $209K | Sell |
4,745
-2
| -0% | -$88 | 0.16% | 97 |
|
2018
Q2 | $204K | Buy |
+4,747
| New | +$204K | 0.19% | 92 |
|