Integrated Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-5,800
| Closed | -$172K | – | 326 |
|
|
2016
Q3 | $172K | Sell |
5,800
-9,160
| -61% | -$272K | 0.06% | 250 |
|
|
2016
Q2 | $447K | Buy |
14,960
+205
| +1% | +$6.13K | 0.17% | 120 |
|
|
2016
Q1 | $375K | Buy |
14,755
+670
| +5% | +$17K | 0.16% | 123 |
|
|
2015
Q4 | $370K | Sell |
14,085
-452
| -3% | -$11.9K | 0.16% | 120 |
|
|
2015
Q3 | $374K | Buy |
14,537
+357
| +3% | +$9.19K | 0.16% | 117 |
|
|
2015
Q2 | $477K | Buy |
14,180
+42
| +0.3% | +$1.41K | 0.19% | 107 |
|
|
2015
Q1 | $458K | Buy |
+14,138
| New | +$458K | 0.19% | 105 |
|