Lau Associates’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,720
| Closed | -$284K | – | 94 |
|
|
2018
Q4 | $284K | Buy |
7,720
+2,397
| +45% | +$88.2K | 0.16% | 82 |
|
|
2018
Q3 | $234K | Buy |
+5,323
| New | +$234K | 0.13% | 86 |
|
|
2014
Q3 | – | Sell |
-5,253
| Closed | -$227K | – | 65 |
|
|
2014
Q2 | $227K | Hold |
5,253
| – | – | 0.2% | 62 |
|
|
2014
Q1 | $207K | Hold |
5,253
| – | – | 0.18% | 63 |
|
|
2013
Q4 | $209K | Buy |
+5,253
| New | +$209K | 0.19% | 65 |
|