MWP
MYCIO Wealth Partners’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,894
| Closed | -$524K | – | 72 |
|
|
2019
Q4 | $524K | Buy |
13,894
+518
| +4% | +$19.5K | 0.03% | 189 |
|
|
2019
Q3 | $508K | Sell |
13,376
-2,689
| -17% | -$102K | 0.04% | 178 |
|
|
2019
Q2 | $670K | Buy |
16,065
+136
| +0.9% | +$5.67K | 0.05% | 144 |
|
|
2019
Q1 | $696K | Sell |
15,929
-86
| -0.5% | -$3.76K | 0.06% | 134 |
|
|
2018
Q4 | $607K | Buy |
16,015
+239
| +2% | +$9.06K | 0.06% | 137 |
|
|
2018
Q3 | $727K | Buy |
15,776
+765
| +5% | +$35.3K | 0.07% | 121 |
|
|
2018
Q2 | $685K | Buy |
15,011
+1,084
| +8% | +$49.5K | 0.07% | 122 |
|
|
2018
Q1 | $565K | Buy |
13,927
+27
| +0.2% | +$1.1K | 0.06% | 123 |
|
|
2017
Q4 | $584K | Sell |
13,900
-174
| -1% | -$7.31K | 0.06% | 124 |
|
|
2017
Q3 | $541K | Sell |
14,074
-572
| -4% | -$22K | 0.06% | 126 |
|
|
2017
Q2 | $507K | Buy |
14,646
+330
| +2% | +$11.4K | 0.06% | 124 |
|
|
2017
Q1 | $494K | Sell |
14,316
-6,472
| -31% | -$223K | 0.06% | 134 |
|
|
2016
Q4 | $777K | Sell |
20,788
-143
| -0.7% | -$5.35K | 0.1% | 88 |
|
|
2016
Q3 | $736K | Sell |
20,931
-3,254
| -13% | -$114K | 0.12% | 78 |
|
|
2016
Q2 | $859K | Buy |
24,185
+1,600
| +7% | +$56.8K | 0.15% | 66 |
|
|
2016
Q1 | $682K | Sell |
22,585
-997
| -4% | -$30.1K | 0.12% | 76 |
|
|
2015
Q4 | $737K | Buy |
23,582
+1,688
| +8% | +$52.8K | 0.13% | 69 |
|
|
2015
Q3 | $669K | Buy |
21,894
+45
| +0.2% | +$1.38K | 0.14% | 65 |
|
|
2015
Q2 | $873K | Buy |
21,849
+200
| +0.9% | +$7.99K | 0.17% | 57 |
|
|
2015
Q1 | $847K | Buy |
21,649
+3,768
| +21% | +$147K | 0.17% | 59 |
|
|
2014
Q4 | $682K | Sell |
17,881
-754
| -4% | -$28.8K | 0.14% | 63 |
|
|
2014
Q3 | $819K | Buy |
18,635
+222
| +1% | +$9.76K | 0.19% | 53 |
|
|
2014
Q2 | $971K | Hold |
18,413
| – | – | 0.22% | 48 |
|
|
2014
Q1 | $886K | Buy |
18,413
+500
| +3% | +$24.1K | 0.22% | 50 |
|
|
2013
Q4 | $871K | Hold |
17,913
| – | – | 0.22% | 49 |
|
|
2013
Q3 | $753K | Buy |
17,913
+3,000
| +20% | +$126K | 0.2% | 52 |
|
|
2013
Q2 | $622K | Buy |
+14,913
| New | +$622K | 0.17% | 54 |
|