IMS Capital Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,184
| Closed | -$184K | – | 155 |
|
|
2018
Q3 | $184K | Buy |
+4,184
| New | +$184K | 0.12% | 113 |
|
|
2017
Q1 | – | Sell |
-11,227
| Closed | -$360K | – | 130 |
|
|
2016
Q4 | $360K | Buy |
+11,227
| New | +$360K | 0.39% | 86 |
|
|
2015
Q2 | – | Sell |
-7,900
| Closed | -$256K | – | 136 |
|
|
2015
Q1 | $256K | Buy |
+7,900
| New | +$256K | 0.29% | 113 |
|
|
2014
Q4 | – | Sell |
-6,076
| Closed | -$218K | – | 155 |
|
|
2014
Q3 | $218K | Hold |
6,076
| – | – | 0.25% | 140 |
|
|
2014
Q2 | $262K | Hold |
6,076
| – | – | 0.29% | 116 |
|
|
2014
Q1 | $239K | Hold |
6,076
| – | – | 0.28% | 117 |
|
|
2013
Q4 | $242K | Hold |
6,076
| – | – | 0.3% | 104 |
|
|
2013
Q3 | $209K | Hold |
6,076
| – | – | 0.29% | 119 |
|
|
2013
Q2 | $207K | Buy |
+6,076
| New | +$207K | 0.3% | 112 |
|