IWP
BPT

Icon Wealth Partners’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History

Icon Wealth Partners’s Portfolio BPT Stock Details BPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-50,000
Closed -$197K – 332
2021
Q4 		$197K Sell
50,000
-20,000
-29% -$78.8K 0.02% 315
2021
Q3 		$287K Sell
70,000
-2,000
-3% -$8.2K 0.03% 284
2021
Q2 		$367K Buy
+72,000
New +$367K 0.04% 268