Icon Wealth Partners’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,862
| Closed | -$109K | – | 414 |
|
|
2023
Q1 | $109K | Buy |
+2,862
| New | +$109K | 0.01% | 398 |
|
|
2020
Q2 | – | Sell |
-11,562
| Closed | -$282K | – | 258 |
|
|
2020
Q1 | $282K | Sell |
11,562
-926
| -7% | -$22.6K | 0.11% | 106 |
|
|
2019
Q4 | $471K | Buy |
12,488
+875
| +8% | +$33K | 0.15% | 77 |
|
|
2019
Q3 | $441K | Buy |
11,613
+766
| +7% | +$29.1K | 0.15% | 77 |
|
|
2019
Q2 | $445K | Buy |
10,847
+348
| +3% | +$14.3K | 0.16% | 77 |
|
|
2019
Q1 | $451K | Buy |
10,499
+238
| +2% | +$10.2K | 0.17% | 73 |
|
|
2018
Q4 | $377K | Sell |
10,261
-6,077
| -37% | -$223K | 0.18% | 82 |
|
|
2018
Q3 | $719K | Buy |
16,338
+3,912
| +31% | +$172K | 0.3% | 54 |
|
|
2018
Q2 | $534K | Buy |
12,426
+1,418
| +13% | +$60.9K | 0.22% | 72 |
|
|
2018
Q1 | $415K | Sell |
11,008
-365
| -3% | -$13.8K | 0.22% | 99 |
|
|
2017
Q4 | $438K | Buy |
+11,373
| New | +$438K | 0.22% | 97 |
|