Mayflower Financial Advisors’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 |
-5,839
| Closed | -$211K | – | 372 |
|
|
2024
Q2 | $211K | Buy |
5,839
+335
| +6% | +$12.1K | 0.03% | 333 |
|
|
2024
Q1 | $207K | Buy |
+5,504
| New | +$207K | 0.03% | 338 |
|
|
2023
Q3 | – | Sell |
-5,694
| Closed | -$201K | – | 342 |
|
|
2023
Q2 | $201K | Sell |
5,694
-2,376
| -29% | -$83.8K | 0.03% | 338 |
|
|
2023
Q1 | $306K | Buy |
+8,070
| New | +$306K | 0.04% | 263 |
|
|
2021
Q4 | – | Sell |
-7,288
| Closed | -$218K | – | 354 |
|
|
2021
Q3 | $218K | Sell |
7,288
-80
| -1% | -$2.39K | 0.03% | 307 |
|
|
2021
Q2 | $195K | Sell |
7,368
-378
| -5% | -$10K | 0.03% | 302 |
|
|
2021
Q1 | $189K | Sell |
7,746
-2,554
| -25% | -$62.3K | 0.03% | 277 |
|
|
2020
Q4 | $211K | Buy |
+10,300
| New | +$211K | 0.04% | 254 |
|