Mascoma Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,473
| Closed | -$140K | – | 514 |
|
|
2023
Q1 | $140K | Buy |
3,473
+3,024
| +673% | +$122K | 0.04% | 139 |
|
|
2022
Q4 | $15.7K | Hold |
449
| – | – | 0.01% | 360 |
|
|
2022
Q3 | $13K | Hold |
449
| – | – | ﹤0.01% | 371 |
|
|
2022
Q2 | $13K | Hold |
449
| – | – | ﹤0.01% | 388 |
|
|
2022
Q1 | $13K | Hold |
449
| – | – | ﹤0.01% | 408 |
|
|
2021
Q4 | $12K | Hold |
449
| – | – | ﹤0.01% | 380 |
|
|
2021
Q3 | $12K | Buy |
+449
| New | +$12K | ﹤0.01% | 325 |
|
|
2021
Q2 | – | Sell |
-569
| Closed | -$14K | – | 148 |
|
|
2021
Q1 | $14K | Buy |
+569
| New | +$14K | 0.01% | 320 |
|