Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$465K Buy
19,938
+11,446
+135% +$275K 0.31% 58
2020
Q1
$207K Buy
+8,492
New +$275K 0.16% 159
2019
Q4
Sell
-5,760
Closed -$219K 268
2019
Q3
$219K Buy
5,760
+214
+4% +$8.16K 0.07% 206
2019
Q2
$227K Buy
+5,546
New +$233K 0.08% 277
2016
Q3
Sell
-16,455
Closed -$492K 245
2016
Q2
$492K Buy
+16,455
New +$443K 0.18% 415
2015
Q4
Sell
-5,257
Closed -$150K 769
2015
Q3
$135K Sell
5,257
-726
-12% -$21.3K 0.08% 368
2015
Q2
$201K Sell
5,983
-7,397
-55% -$259K 0.09% 686
2015
Q1
$434K Buy
+13,380
New +$438K 0.27% 445
2014
Q4
Sell
-6,581
Closed -$221K 990
2014
Q3
$237K Sell
6,581
-18,426
-74% -$730K 0.1% 587
2014
Q2
$1.08M Buy
25,007
+2,974
+13% +$123K 0.6% 156
2014
Q1
$867K Buy
22,033
+13,634
+162% +$538K 0.36% 242
2013
Q4
$334K Buy
8,399
+4,436
+112% +$165K 0.23% 441
2013
Q3
$136K Buy
3,963
+650
+20% +$22.3K 0.09% 437
2013
Q2
$113K Buy
+3,313
New +$115K 0.09% 252

Other funds holding BP