Independent Solutions Wealth Management’s BP BP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,204
Closed -$201K 171
2023
Q3
$201K Sell
5,204
-1,492
-22% -$57.8K 0.05% 193
2023
Q2
$236K Buy
+6,696
New +$236K 0.06% 192