Marks Group Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,115
| Closed | -$221K | – | 297 |
|
|
2024
Q2 | $221K | Sell |
6,115
-55
| -0.9% | -$1.99K | 0.02% | 281 |
|
|
2024
Q1 | $232K | Sell |
6,170
-173
| -3% | -$6.52K | 0.02% | 286 |
|
|
2023
Q4 | $225K | Sell |
6,343
-348
| -5% | -$12.3K | 0.03% | 282 |
|
|
2023
Q3 | $259K | Sell |
6,691
-3,200
| -32% | -$124K | 0.03% | 255 |
|
|
2023
Q2 | $349K | Buy |
9,891
+12
| +0.1% | +$423 | 0.04% | 235 |
|
|
2023
Q1 | $375K | Buy |
9,879
+2,767
| +39% | +$105K | 0.05% | 230 |
|
|
2022
Q4 | $248K | Sell |
7,112
-295
| -4% | -$10.3K | 0.03% | 253 |
|
|
2022
Q3 | $211K | Buy |
7,407
+307
| +4% | +$8.75K | 0.03% | 257 |
|
|
2022
Q2 | $201K | Buy |
7,100
+6
| +0.1% | +$170 | 0.03% | 280 |
|
|
2022
Q1 | $208K | Buy |
+7,094
| New | +$208K | 0.03% | 294 |
|