IMA Advisory Services’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-137
| Closed | -$6K | – | 360 |
|
|
2018
Q2 | $6K | Buy |
+137
| New | +$6K | ﹤0.01% | 290 |
|
|
2014
Q4 | – | Sell |
-23,418
| Closed | -$842K | – | 147 |
|
|
2014
Q3 | $842K | Hold |
23,418
| – | – | 0.4% | 70 |
|
|
2014
Q2 | $1.01M | Hold |
23,418
| – | – | 0.46% | 64 |
|
|
2014
Q1 | $921K | Sell |
23,418
-1,442
| -6% | -$56.7K | 0.43% | 68 |
|
|
2013
Q4 | $988K | Hold |
24,860
| – | – | 0.47% | 66 |
|
|
2013
Q3 | $855K | Hold |
24,860
| – | – | 0.42% | 76 |
|
|
2013
Q2 | $849K | Buy |
+24,860
| New | +$849K | 0.46% | 76 |
|