National Penn Investors Trust’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-8,884
| Closed | -$234K | – | 223 |
|
|
2015
Q4 | $234K | Hold |
8,884
| – | – | 0.03% | 198 |
|
|
2015
Q3 | $228K | Sell |
8,884
-780
| -8% | -$20K | 0.03% | 194 |
|
|
2015
Q2 | $325K | Buy |
9,664
+655
| +7% | +$22K | 0.03% | 172 |
|
|
2015
Q1 | $292K | Buy |
+9,009
| New | +$292K | 0.03% | 178 |
|
|
2014
Q3 | – | Sell |
-4,752
| Closed | -$205K | – | 184 |
|
|
2014
Q2 | $205K | Buy |
+4,752
| New | +$205K | 0.02% | 175 |
|