LA
Legacy Advisors’s BP BP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-8,230
| Closed | -$291K | – | 316 |
|
2023
Q4 | $291K | Sell |
8,230
-8,262
| -50% | -$292K | 0.04% | 250 |
|
2023
Q3 | $639K | Buy |
16,492
+6,794
| +70% | +$263K | 0.1% | 164 |
|
2023
Q2 | $342K | Buy |
9,698
+590
| +6% | +$20.8K | 0.05% | 208 |
|
2023
Q1 | $346K | Buy |
+9,108
| New | +$346K | 0.06% | 187 |
|
2018
Q4 | – | Sell |
-400
| Closed | -$18K | – | 154 |
|
2018
Q3 | $18K | Hold |
400
| – | – | 0.01% | 306 |
|
2018
Q2 | $18K | Hold |
400
| – | – | 0.01% | 262 |
|
2018
Q1 | $17K | Hold |
400
| – | – | 0.01% | 220 |
|
2017
Q4 | $16K | Sell |
400
-115
| -22% | -$4.6K | 0.02% | 205 |
|
2017
Q3 | $19K | Buy |
515
+115
| +29% | +$4.24K | 0.02% | 164 |
|
2017
Q2 | $13K | Hold |
400
| – | – | 0.02% | 153 |
|
2017
Q1 | $13K | Hold |
400
| – | – | 0.02% | 143 |
|
2016
Q4 | $14K | Buy |
+400
| New | +$14K | 0.02% | 157 |
|