Mariner Independent Advisor Network’s BP BP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $622K | Sell |
21,794
-1,659
| -7% | -$47.3K | 0.03% | 440 |
|
2022
Q2 | $659K | Buy |
23,453
+2,040
| +10% | +$57.3K | 0.03% | 435 |
|
2022
Q1 | $634K | Buy |
21,413
+4,205
| +24% | +$125K | 0.02% | 416 |
|
2021
Q4 | $467K | Buy |
+17,208
| New | +$467K | 0.02% | 400 |
|
2021
Q3 | – | Sell |
-16,215
| Closed | -$428K | – | 478 |
|
2021
Q2 | $428K | Sell |
16,215
-187
| -1% | -$4.94K | 0.02% | 429 |
|
2021
Q1 | $399K | Buy |
16,402
+2,823
| +21% | +$68.7K | 0.02% | 387 |
|
2020
Q4 | $279K | Buy |
+13,579
| New | +$279K | 0.01% | 382 |
|
2020
Q3 | – | Sell |
-31,886
| Closed | -$742K | – | 307 |
|
2020
Q2 | $742K | Sell |
31,886
-9,600
| -23% | -$223K | 0.07% | 235 |
|
2020
Q1 | $1.01M | Sell |
41,486
-26,279
| -39% | -$640K | 0.09% | 214 |
|
2019
Q4 | $2.56M | Sell |
67,765
-1,569
| -2% | -$59.3K | 0.18% | 121 |
|
2019
Q3 | $2.62M | Sell |
69,334
-2,220
| -3% | -$83.8K | 0.2% | 115 |
|
2019
Q2 | $2.96M | Sell |
71,554
-785
| -1% | -$32.5K | 0.22% | 111 |
|
2019
Q1 | $3.14M | Sell |
72,339
-10,896
| -13% | -$473K | 0.27% | 96 |
|
2018
Q4 | $3.24M | Buy |
+83,235
| New | +$3.24M | 0.29% | 88 |
|
2018
Q2 | – | Sell |
-107,909
| Closed | -$4.06M | – | 163 |
|
2018
Q1 | $4.06M | Buy |
107,909
+58,349
| +118% | +$2.2M | 0.25% | 89 |
|
2017
Q4 | $1.91M | Buy |
+49,560
| New | +$1.91M | 0.2% | 118 |
|
2017
Q3 | – | Sell |
-123,217
| Closed | -$3.79M | – | 157 |
|
2017
Q2 | $3.79M | Buy |
+123,217
| New | +$3.79M | 0.54% | 58 |
|
2017
Q1 | – | Sell |
-167,321
| Closed | -$5.36M | – | 263 |
|
2016
Q4 | $5.36M | Buy |
+167,321
| New | +$5.36M | 0.87% | 37 |
|
2016
Q2 | – | Sell |
-95,232
| Closed | -$2.42M | – | 140 |
|
2016
Q1 | $2.42M | Buy |
+95,232
| New | +$2.42M | 0.77% | 42 |
|
2015
Q4 | – | Sell |
-59,002
| Closed | -$1.52M | – | 81 |
|
2015
Q3 | $1.52M | Buy |
59,002
+45,992
| +354% | +$1.18M | 0.58% | 51 |
|
2015
Q2 | $437K | Buy |
+13,010
| New | +$437K | 0.21% | 81 |
|
2015
Q1 | – | Sell |
-16,625
| Closed | -$445K | – | 91 |
|
2014
Q4 | $445K | Buy |
16,625
+10,888
| +190% | +$292K | 0.21% | 91 |
|
2014
Q3 | $206K | Buy |
+5,737
| New | +$206K | 0.11% | 129 |
|