KCS Wealth Advisory’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-25,374
| Closed | -$958K | – | 140 |
|
|
2019
Q4 | $958K | Buy |
25,374
+140
| +0.6% | +$5.29K | 0.72% | 64 |
|
|
2019
Q3 | $959K | Buy |
25,234
+1,114
| +5% | +$42.3K | 0.66% | 58 |
|
|
2019
Q2 | $989K | Buy |
24,120
+996
| +4% | +$40.8K | 0.78% | 48 |
|
|
2019
Q1 | $994K | Buy |
23,124
+1,143
| +5% | +$49.1K | 0.87% | 40 |
|
|
2018
Q4 | $808K | Buy |
21,981
+463
| +2% | +$17K | 0.85% | 41 |
|
|
2018
Q3 | $947K | Buy |
21,518
+2,431
| +13% | +$107K | 0.88% | 38 |
|
|
2018
Q2 | $820K | Buy |
19,087
+746
| +4% | +$32K | 0.76% | 46 |
|
|
2018
Q1 | $691K | Buy |
18,341
+749
| +4% | +$28.2K | 0.63% | 62 |
|
|
2017
Q4 | $677K | Buy |
+17,592
| New | +$677K | 0.65% | 52 |
|