Kalos 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 |
-989
| Closed | -$37.5K | – | 159 |
|
2023
Q1 | $37.5K | Buy |
+989
| New | +$37.5K | 0.08% | 108 |
|
2022
Q1 | – | Sell |
-8,341
| Closed | -$232K | – | 193 |
|
2021
Q4 | $232K | Buy |
8,341
+320
| +4% | +$8.9K | 0.06% | 251 |
|
2021
Q3 | $224K | Buy |
+8,021
| New | +$224K | 0.06% | 247 |
|
2016
Q1 | – | Hold |
0
| – | -$47K | – | 188 |
|
2015
Q4 | – | Hold |
0
| – | – | – | 218 |
|