OWA
Outlook Wealth Advisors’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,544
| Closed | -$323K | – | 156 |
|
|
2019
Q4 | $323K | Sell |
8,544
-12,214
| -59% | -$462K | 0.18% | 113 |
|
|
2019
Q3 | $789K | Buy |
20,758
+189
| +0.9% | +$7.18K | 0.47% | 48 |
|
|
2019
Q2 | $858K | Buy |
20,569
+495
| +2% | +$20.6K | 0.57% | 43 |
|
|
2019
Q1 | $878K | Buy |
20,074
+15,749
| +364% | +$689K | 0.72% | 32 |
|
|
2018
Q4 | $1.64M | Buy |
+4,325
| New | +$1.64M | 0.75% | 29 |
|