Osborn Williams & Donohoe’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,414
| Closed | -$204K | – | 263 |
|
|
2019
Q4 | $204K | Sell |
5,414
-1,950
| -26% | -$73.5K | 0.02% | 299 |
|
|
2019
Q3 | $280K | Buy |
7,364
+79
| +1% | +$3K | 0.03% | 273 |
|
|
2019
Q2 | $299K | Buy |
7,285
+325
| +5% | +$13.3K | 0.03% | 274 |
|
|
2019
Q1 | $307K | Buy |
+6,960
| New | +$307K | 0.03% | 293 |
|
|
2018
Q4 | – | Sell |
-5,697
| Closed | -$251K | – | 222 |
|
|
2018
Q3 | $251K | Sell |
5,697
-82
| -1% | -$3.61K | 0.04% | 210 |
|
|
2018
Q2 | $248K | Sell |
5,779
-75
| -1% | -$3.22K | 0.04% | 209 |
|
|
2018
Q1 | $220K | Sell |
5,854
-1,180
| -17% | -$44.3K | 0.04% | 211 |
|
|
2017
Q4 | $271K | Sell |
7,034
-106
| -1% | -$4.08K | 0.05% | 197 |
|
|
2017
Q3 | $247K | Sell |
7,140
-53
| -0.7% | -$1.83K | 0.04% | 199 |
|
|
2017
Q2 | $221K | Buy |
+7,193
| New | +$221K | 0.04% | 202 |
|