Northwest & Ethical Investments’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-61,871
| Closed | -$1.96M | – | 219 |
|
|
2014
Q4 | $1.96M | Buy |
61,871
+14,514
| +31% | +$459K | 0.13% | 150 |
|
|
2014
Q3 | $1.7M | Hold |
47,357
| – | – | 0.11% | 159 |
|
|
2014
Q2 | $2.04M | Hold |
47,357
| – | – | 0.13% | 165 |
|
|
2014
Q1 | $1.86M | Hold |
47,357
| – | – | 0.12% | 168 |
|
|
2013
Q4 | $1.88M | Hold |
47,357
| – | – | 0.12% | 166 |
|
|
2013
Q3 | $1.63M | Sell |
47,357
-30,319
| -39% | -$1.04M | 0.12% | 167 |
|
|
2013
Q2 | $2.65M | Buy |
+77,676
| New | +$2.65M | 0.21% | 100 |
|