Laurel Wealth Advisors (California)’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $237K | Sell |
6,787
-2,891
| -30% | -$101K | 0.02% | 581 |
|
|
2022
Q3 | $276K | Sell |
9,678
-5,226
| -35% | -$149K | 0.03% | 506 |
|
|
2022
Q2 | $423K | Sell |
14,904
-283
| -2% | -$8.03K | 0.04% | 399 |
|
|
2022
Q1 | $446K | Sell |
15,187
-5,810
| -28% | -$171K | 0.04% | 442 |
|
|
2021
Q4 | $559K | Buy |
20,997
+8,305
| +65% | +$221K | 0.04% | 410 |
|
|
2021
Q3 | $347K | Sell |
12,692
-1,118
| -8% | -$30.6K | 0.06% | 306 |
|
|
2021
Q2 | $365K | Buy |
13,810
+619
| +5% | +$16.4K | 0.05% | 354 |
|
|
2021
Q1 | $321K | Buy |
13,191
+2,339
| +22% | +$56.9K | 0.05% | 342 |
|
|
2020
Q4 | $223K | Buy |
+10,852
| New | +$223K | 0.03% | 401 |
|
|
2020
Q1 | – | Sell |
-11,561
| Closed | -$436K | – | 355 |
|
|
2019
Q4 | $436K | Sell |
11,561
-23,559
| -67% | -$888K | 0.07% | 271 |
|
|
2019
Q3 | $1.34M | Buy |
35,120
+26,253
| +296% | +$998K | 0.23% | 115 |
|
|
2019
Q2 | $364K | Sell |
8,867
-249
| -3% | -$10.2K | 0.08% | 260 |
|
|
2019
Q1 | $392K | Buy |
9,116
+1,397
| +18% | +$60.1K | 0.1% | 235 |
|
|
2018
Q4 | $283K | Sell |
7,719
-7,929
| -51% | -$291K | 0.08% | 251 |
|
|
2018
Q3 | $688K | Buy |
15,648
+8,089
| +107% | +$356K | 0.17% | 135 |
|
|
2018
Q2 | $324K | Sell |
7,559
-525
| -6% | -$22.5K | 0.09% | 245 |
|
|
2018
Q1 | $304K | Sell |
8,084
-8,619
| -52% | -$324K | 0.09% | 237 |
|
|
2017
Q4 | $642K | Sell |
16,703
-527
| -3% | -$20.3K | 0.18% | 133 |
|
|
2017
Q3 | $597K | Buy |
17,230
+200
| +1% | +$6.93K | 0.2% | 114 |
|
|
2017
Q2 | $523K | Sell |
17,030
-253
| -1% | -$7.77K | 0.19% | 130 |
|
|
2017
Q1 | $520K | Buy |
17,283
+10,375
| +150% | +$312K | 0.2% | 121 |
|
|
2016
Q4 | $221K | Sell |
6,908
-644
| -9% | -$20.6K | 0.1% | 210 |
|
|
2016
Q3 | $223K | Buy |
+7,552
| New | +$223K | 0.11% | 215 |
|