Inlet Private Wealth’s BP BP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-8,897
| Closed | -$207K | – | 126 |
|
2020
Q2 | $207K | Sell |
8,897
-1,000
| -10% | -$23.3K | 0.08% | 121 |
|
2020
Q1 | $241K | Sell |
9,897
-600
| -6% | -$14.6K | 0.11% | 116 |
|
2019
Q4 | $396K | Sell |
10,497
-700
| -6% | -$26.4K | 0.13% | 112 |
|
2019
Q3 | $425K | Sell |
11,197
-5,985
| -35% | -$227K | 0.16% | 100 |
|
2019
Q2 | $696K | Buy |
17,182
+3,593
| +26% | +$146K | 0.25% | 86 |
|
2019
Q1 | $584K | Buy |
13,589
+2,962
| +28% | +$127K | 0.23% | 91 |
|
2018
Q4 | $391K | Buy |
+10,627
| New | +$391K | 0.21% | 88 |
|