MWS
Maxwell Wealth Strategies’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $593K | Hold |
20,059
| – | – | 0.24% | 79 |
|
|
2024
Q3 | $601K | Hold |
20,059
| – | – | 0.26% | 78 |
|
|
2024
Q2 | $724K | Hold |
20,059
| – | – | 0.35% | 71 |
|
|
2024
Q1 | $741K | Sell |
20,059
-6,606
| -25% | -$244K | 0.38% | 70 |
|
|
2023
Q4 | $944K | Buy |
+26,665
| New | +$944K | 0.62% | 46 |
|