KJWM
Kiley Juergens Wealth Management’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Buy |
+17,811
| New | +$533K | 0.12% | 64 |
|
|
2020
Q2 | – | Sell |
-13,932
| Closed | -$339K | – | 48 |
|
|
2020
Q1 | $339K | Buy |
13,932
+1,358
| +11% | +$33K | 0.35% | 39 |
|
|
2019
Q4 | $474K | Buy |
12,574
+460
| +4% | +$17.3K | 0.42% | 38 |
|
|
2019
Q3 | $460K | Buy |
12,114
+600
| +5% | +$22.8K | 0.5% | 33 |
|
|
2019
Q2 | $480K | Sell |
11,514
-43
| -0.4% | -$1.79K | 0.54% | 36 |
|
|
2019
Q1 | $505K | Buy |
11,557
+161
| +1% | +$7.04K | 0.63% | 32 |
|
|
2018
Q4 | $432K | Buy |
11,396
+999
| +10% | +$37.9K | 0.6% | 34 |
|
|
2018
Q3 | $479K | Buy |
10,397
+1,998
| +24% | +$92.1K | 0.36% | 59 |
|
|
2018
Q2 | $383K | Buy |
8,399
+445
| +6% | +$20.3K | 0.34% | 56 |
|
|
2018
Q1 | $322K | Sell |
7,954
-1
| -0% | -$40 | 0.35% | 57 |
|
|
2017
Q4 | $334K | Buy |
+7,955
| New | +$334K | 0.3% | 54 |
|