IPG Investment Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-6,215
| Closed | -$267K | – | 171 |
|
|
2018
Q2 | $267K | Sell |
6,215
-81
| -1% | -$3.48K | 0.09% | 122 |
|
|
2018
Q1 | $237K | Sell |
6,296
-204
| -3% | -$7.68K | 0.08% | 127 |
|
|
2017
Q4 | $250K | Sell |
6,500
-98
| -1% | -$3.77K | 0.1% | 109 |
|
|
2017
Q3 | $229K | Sell |
6,598
-339
| -5% | -$11.7K | 0.08% | 115 |
|
|
2017
Q2 | $213K | Sell |
6,937
-345
| -5% | -$10.6K | 0.09% | 120 |
|
|
2017
Q1 | $219K | Sell |
7,282
-130
| -2% | -$3.91K | 0.1% | 112 |
|
|
2016
Q4 | $237K | Sell |
7,412
-381
| -5% | -$12.2K | 0.1% | 105 |
|
|
2016
Q3 | $231K | Hold |
7,793
| – | – | 0.1% | 100 |
|
|
2016
Q2 | $233K | Sell |
7,793
-713
| -8% | -$21.3K | 0.1% | 104 |
|
|
2016
Q1 | $216K | Buy |
8,506
+718
| +9% | +$18.2K | 0.1% | 92 |
|
|
2015
Q4 | $205K | Hold |
7,788
| – | – | 0.09% | 103 |
|
|
2015
Q3 | $200K | Sell |
7,788
-1,066
| -12% | -$27.4K | 0.09% | 113 |
|
|
2015
Q2 | $298K | Sell |
8,854
-125
| -1% | -$4.2K | 0.11% | 107 |
|
|
2015
Q1 | $291K | Hold |
8,979
| – | – | 0.11% | 96 |
|
|
2014
Q4 | $284K | Buy |
8,979
+2,133
| +31% | +$67.5K | 0.11% | 93 |
|
|
2014
Q3 | $246K | Buy |
+6,846
| New | +$246K | 0.09% | 80 |
|