MPS Loria Financial Planners’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,909
| Closed | -$203K | – | 75 |
|
|
2022
Q1 | $203K | Buy |
+6,909
| New | +$203K | 0.09% | 82 |
|
|
2021
Q3 | – | Sell |
-7,866
| Closed | -$208K | – | 81 |
|
|
2021
Q2 | $208K | Buy |
7,866
+530
| +7% | +$14K | 0.1% | 81 |
|
|
2021
Q1 | $178K | Buy |
7,336
+47
| +0.6% | +$1.14K | 0.08% | 86 |
|
|
2020
Q4 | $152K | Sell |
7,289
-3,342
| -31% | -$69.7K | 0.07% | 92 |
|
|
2020
Q3 | $186K | Sell |
10,631
-292
| -3% | -$5.11K | 0.1% | 71 |
|
|
2020
Q2 | $255K | Buy |
10,923
+6
| +0.1% | +$140 | 0.14% | 58 |
|
|
2020
Q1 | $266K | Buy |
10,917
+42
| +0.4% | +$1.02K | 0.2% | 48 |
|
|
2019
Q4 | $410K | Buy |
10,875
+58
| +0.5% | +$2.19K | 0.24% | 38 |
|
|
2019
Q3 | $410K | Sell |
10,817
-50
| -0.5% | -$1.9K | 0.27% | 32 |
|
|
2019
Q2 | $445K | Buy |
10,867
+357
| +3% | +$14.6K | 0.28% | 33 |
|
|
2019
Q1 | $452K | Sell |
10,510
-154
| -1% | -$6.62K | 0.3% | 32 |
|
|
2018
Q4 | $391K | Sell |
10,664
-1,276
| -11% | -$46.8K | 0.28% | 38 |
|
|
2018
Q3 | $526K | Sell |
11,940
-443
| -4% | -$19.5K | 0.33% | 33 |
|
|
2018
Q2 | $532K | Sell |
12,383
-9
| -0.1% | -$387 | 0.54% | 29 |
|
|
2018
Q1 | $467K | Buy |
12,392
+129
| +1% | +$4.86K | 0.33% | 33 |
|
|
2017
Q4 | $472K | Sell |
12,263
-123
| -1% | -$4.73K | 0.32% | 36 |
|
|
2017
Q3 | $429K | Sell |
12,386
-1,242
| -9% | -$43K | 0.31% | 39 |
|
|
2017
Q2 | $418K | Buy |
+13,628
| New | +$418K | 0.28% | 40 |
|