Institute for 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
Q2 | – | Sell |
-5,458
| Closed | -$207K | – | 455 |
|
|
2023
Q1 | $207K | Buy |
+5,458
| New | +$207K | 0.04% | 422 |
|
|
2020
Q4 | – | Sell |
-17,269
| Closed | -$302K | – | 441 |
|
|
2020
Q3 | $302K | Buy |
17,269
+1,030
| +6% | +$18K | 0.07% | 310 |
|
|
2020
Q2 | $379K | Buy |
16,239
+1,782
| +12% | +$41.6K | 0.09% | 286 |
|
|
2020
Q1 | $353K | Sell |
14,457
-91
| -0.6% | -$2.22K | 0.11% | 246 |
|
|
2019
Q4 | $549K | Sell |
14,548
-1,648
| -10% | -$62.2K | 0.12% | 233 |
|
|
2019
Q3 | $615K | Sell |
16,196
-1,603
| -9% | -$60.9K | 0.16% | 198 |
|
|
2019
Q2 | $730K | Buy |
17,799
+1,269
| +8% | +$52K | 0.16% | 189 |
|
|
2019
Q1 | $711K | Buy |
16,530
+582
| +4% | +$25K | 0.15% | 181 |
|
|
2018
Q4 | $586K | Buy |
+15,948
| New | +$586K | 0.24% | 129 |
|
|
2018
Q1 | – | Sell |
-6,873
| Closed | -$262K | – | 268 |
|
|
2017
Q4 | $262K | Sell |
6,873
-8,097
| -54% | -$309K | 0.06% | 320 |
|
|
2017
Q3 | $519K | Sell |
14,970
-8,457
| -36% | -$293K | 0.17% | 179 |
|
|
2017
Q2 | $718K | Buy |
+23,427
| New | +$718K | 0.2% | 169 |
|
|
2013
Q3 | – | Sell |
-303
| Closed | -$10K | – | 71 |
|
|
2013
Q2 | $10K | Buy |
+303
| New | +$10K | 0.01% | 87 |
|