Kovitz Investment Group’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $443K | Sell |
16,826
-692
| -4% | -$18.2K | 0.03% | 101 |
|
|
2015
Q3 | $450K | Sell |
17,518
-3,369
| -16% | -$86.5K | 0.03% | 80 |
|
|
2015
Q2 | $702K | Sell |
20,887
-1,780
| -8% | -$59.8K | 0.04% | 76 |
|
|
2015
Q1 | $736K | Sell |
22,667
-4,662
| -17% | -$151K | 0.04% | 75 |
|
|
2014
Q4 | $864K | Sell |
27,329
-2,812
| -9% | -$88.9K | 0.04% | 74 |
|
|
2014
Q3 | $1.08M | Buy |
30,141
+13,550
| +82% | +$487K | 0.06% | 63 |
|
|
2014
Q2 | $716K | Sell |
16,591
-2,050
| -11% | -$88.5K | 0.04% | 76 |
|
|
2014
Q1 | $646K | Buy |
18,641
+1,678
| +10% | +$58.2K | 0.03% | 74 |
|
|
2013
Q4 | $674K | Sell |
16,963
-799
| -4% | -$31.7K | 0.03% | 70 |
|
|
2013
Q3 | $611K | Buy |
17,762
+203
| +1% | +$6.98K | 0.03% | 75 |
|
|
2013
Q2 | $600K | Buy |
+17,559
| New | +$600K | 0.03% | 70 |
|