Lenox Wealth Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $54K | Hold |
1,780
| – | – | 0.01% | 238 |
|
|
2021
Q4 | $47K | Hold |
1,780
| – | – | 0.01% | 263 |
|
|
2021
Q3 | $49K | Hold |
1,780
| – | – | 0.01% | 236 |
|
|
2021
Q2 | $47K | Buy |
+1,780
| New | +$47K | 0.01% | 240 |
|
|
2020
Q4 | – | Sell |
-100
| Closed | -$2K | – | 621 |
|
|
2020
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 504 |
|
|
2020
Q2 | $2K | Sell |
100
-83
| -45% | -$1.66K | ﹤0.01% | 507 |
|
|
2020
Q1 | $4K | Buy |
183
+85
| +87% | +$1.86K | ﹤0.01% | 445 |
|
|
2019
Q4 | $4K | Buy |
+98
| New | +$4K | ﹤0.01% | 497 |
|
|
2018
Q3 | – | Sell |
-27
| Closed | -$1K | – | 421 |
|
|
2018
Q2 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 501 |
|
|
2017
Q4 | – | Sell |
-128
| Closed | -$4K | – | 394 |
|
|
2017
Q3 | $4K | Buy |
+128
| New | +$4K | ﹤0.01% | 86 |
|
|
2016
Q2 | – | Sell |
-32
| Closed | -$1K | – | 210 |
|
|
2016
Q1 | $1K | Sell |
32
-62
| -66% | -$1.94K | ﹤0.01% | 232 |
|
|
2015
Q4 | $2K | Buy |
94
+62
| +194% | +$1.32K | ﹤0.01% | 313 |
|
|
2015
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 377 |
|
|
2015
Q2 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 278 |
|
|
2014
Q4 | – | Sell |
-219
| Closed | -$8K | – | 325 |
|
|
2014
Q3 | $8K | Hold |
219
| – | – | ﹤0.01% | 186 |
|
|
2014
Q2 | $9K | Hold |
219
| – | – | ﹤0.01% | 144 |
|
|
2014
Q1 | $9K | Sell |
219
-122
| -36% | -$5.01K | 0.01% | 135 |
|
|
2013
Q4 | $14K | Buy |
341
+122
| +56% | +$5.01K | 0.01% | 138 |
|
|
2013
Q3 | $8K | Hold |
219
| – | – | 0.01% | 114 |
|
|
2013
Q2 | $7K | Buy |
+219
| New | +$7K | 0.01% | 140 |
|