Mid Atlantic Financial Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $449K | Sell |
16,414
-6,486
| -28% | -$177K | 0.03% | 490 |
|
|
2021
Q2 | $605K | Buy |
22,900
+3,952
| +21% | +$104K | 0.04% | 405 |
|
|
2021
Q1 | $461K | Buy |
+18,948
| New | +$461K | 0.03% | 458 |
|
|
2020
Q3 | – | Sell |
-26,267
| Closed | -$613K | – | 757 |
|
|
2020
Q2 | $613K | Sell |
26,267
-4,428
| -14% | -$103K | 0.06% | 282 |
|
|
2020
Q1 | $749K | Sell |
30,695
-9,146
| -23% | -$223K | 0.09% | 221 |
|
|
2019
Q4 | $1.5M | Sell |
39,841
-17,171
| -30% | -$648K | 0.14% | 139 |
|
|
2019
Q3 | $2.17M | Sell |
57,012
-814
| -1% | -$30.9K | 0.23% | 88 |
|
|
2019
Q2 | $2.37M | Buy |
57,826
+14,151
| +32% | +$580K | 0.25% | 84 |
|
|
2019
Q1 | $1.88M | Sell |
43,675
-71
| -0.2% | -$3.05K | 0.2% | 100 |
|
|
2018
Q4 | $1.61M | Buy |
+43,746
| New | +$1.61M | 0.2% | 117 |
|