MBM Wealth Consultants’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 |
-1,064
| Closed | -$40K | – | 119 |
|
|
2023
Q1 | $40K | Hold |
1,064
| – | – | 0.02% | 163 |
|
|
2022
Q4 | $37K | Hold |
1,064
| – | – | 0.02% | 176 |
|
|
2022
Q3 | $32K | Buy |
1,064
+100
| +10% | +$3.01K | 0.02% | 170 |
|
|
2022
Q2 | $27K | Hold |
964
| – | – | 0.01% | 185 |
|
|
2022
Q1 | $28K | Hold |
964
| – | – | 0.01% | 208 |
|
|
2021
Q4 | $26K | Hold |
964
| – | – | 0.01% | 201 |
|
|
2021
Q3 | $26K | Hold |
964
| – | – | 0.01% | 194 |
|
|
2021
Q2 | $25K | Hold |
964
| – | – | 0.01% | 177 |
|
|
2021
Q1 | $24K | Hold |
964
| – | – | 0.01% | 172 |
|
|
2020
Q4 | $20K | Sell |
964
-606
| -39% | -$12.6K | 0.01% | 167 |
|
|
2020
Q3 | $27K | Hold |
1,570
| – | – | 0.02% | 153 |
|
|
2020
Q2 | $37K | Hold |
1,570
| – | – | 0.03% | 135 |
|
|
2020
Q1 | $38K | Hold |
1,570
| – | – | 0.03% | 115 |
|
|
2019
Q4 | $59K | Hold |
1,570
| – | – | 0.04% | 116 |
|
|
2019
Q3 | $60K | Sell |
1,570
-26
| -2% | -$994 | 0.05% | 110 |
|
|
2019
Q2 | $67K | Hold |
1,596
| – | – | 0.06% | 110 |
|
|
2019
Q1 | $69K | Sell |
1,596
-24
| -1% | -$1.04K | 0.06% | 108 |
|
|
2018
Q4 | $60K | Buy |
+1,620
| New | +$60K | 0.06% | 121 |
|