LGWM
Litman Gregory Wealth Management’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,375
| Closed | -$203K | – | 135 |
|
|
2024
Q1 | $203K | Sell |
5,375
-500
| -9% | -$18.8K | 0.02% | 129 |
|
|
2023
Q4 | $208K | Sell |
5,875
-1,000
| -15% | -$35.4K | 0.02% | 116 |
|
|
2023
Q3 | $266K | Buy |
+6,875
| New | +$266K | 0.03% | 108 |
|
|
2019
Q3 | – | Sell |
-530
| Closed | -$22K | – | 223 |
|
|
2019
Q2 | $22K | Hold |
530
| – | – | 0.01% | 133 |
|
|
2019
Q1 | $23K | Hold |
530
| – | – | 0.01% | 85 |
|
|
2018
Q4 | $20K | Buy |
+530
| New | +$20K | 0.01% | 95 |
|