Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-6,097
Closed -$230K 146
2018
Q1
$230K Sell
6,097
-92
-1% -$3.47K ﹤0.01% 128
2017
Q4
$238K Sell
6,189
-93
-1% -$3.37K ﹤0.01% 142
2017
Q3
$218K Buy
+6,282
New +$200K ﹤0.01% 148
2017
Q1
Sell
-6,613
Closed -$212K 147
2016
Q4
$212K Buy
+6,613
New +$199K ﹤0.01% 137
2016
Q3
Sell
-8,961
Closed -$268K 160
2016
Q2
$268K Hold
8,961
﹤0.01% 116
2016
Q1
$228K Hold
8,961
﹤0.01% 149
2015
Q4
$236K Hold
8,961
﹤0.01% 148
2015
Q3
$230K Sell
8,961
-713
-7% -$20.9K ﹤0.01% 142
2015
Q2
$325K Sell
9,674
-136
-1% -$4.76K ﹤0.01% 112
2015
Q1
$318K Hold
9,810
﹤0.01% 102
2014
Q4
$310K Sell
9,810
-142
-1% -$4.77K ﹤0.01% 113
2014
Q3
$358K Hold
9,952
﹤0.01% 126
2014
Q2
$429K Hold
9,952
﹤0.01% 127
2014
Q1
$392K Hold
9,952
﹤0.01% 146
2013
Q4
$396K Sell
9,952
-489
-5% -$18.2K ﹤0.01% 142
2013
Q3
$359K Hold
10,441
﹤0.01% 138
2013
Q2
$356K Buy
+10,441
New +$363K ﹤0.01% 130

Other funds holding BP