J.P. Marvel Investment Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-12,760
| Closed | -$324K | – | 81 |
|
|
2016
Q1 | $324K | Hold |
12,760
| – | – | 0.12% | 72 |
|
|
2015
Q4 | $336K | Buy |
+12,760
| New | +$336K | 0.12% | 73 |
|
|
2015
Q2 | $429K | Buy |
12,760
+4,642
| +57% | +$156K | 0.14% | 72 |
|
|
2015
Q1 | $263K | Hold |
8,118
| – | – | 0.09% | 78 |
|
|
2014
Q4 | $257K | Sell |
8,118
-117
| -1% | -$3.7K | 0.09% | 79 |
|
|
2014
Q3 | $296K | Buy |
8,235
+1,293
| +19% | +$46.5K | 0.11% | 76 |
|
|
2014
Q2 | $300K | Hold |
6,942
| – | – | 0.1% | 75 |
|
|
2014
Q1 | $273K | Hold |
6,942
| – | – | 0.1% | 76 |
|
|
2013
Q4 | $276K | Hold |
6,942
| – | – | 0.1% | 74 |
|
|
2013
Q3 | $239K | Hold |
6,942
| – | – | 0.09% | 77 |
|
|
2013
Q2 | $237K | Buy |
+6,942
| New | +$237K | 0.1% | 72 |
|