Paradigm Financial Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,344
| Closed | -$219K | – | 127 |
|
|
2019
Q2 | $219K | Buy |
5,344
+6
| +0.1% | +$252 | 0.08% | 115 |
|
|
2019
Q1 | $229K | Buy |
+5,338
| New | +$219K | 0.09% | 109 |
|
|
2018
Q4 | – | Sell |
-9,111
| Closed | -$401K | – | 130 |
|
|
2018
Q3 | $401K | Buy |
9,111
+3,543
| +64% | +$148K | 0.16% | 83 |
|
|
2018
Q2 | $239K | Sell |
5,568
-67
| -1% | -$2.81K | 0.1% | 101 |
|
|
2018
Q1 | $212K | Sell |
5,635
-80
| -1% | -$3.01K | 0.09% | 110 |
|
|
2017
Q4 | $219K | Sell |
5,715
-79
| -1% | -$2.86K | 0.1% | 101 |
|
|
2017
Q3 | $200K | Buy |
+5,794
| New | +$184K | 0.1% | 105 |
|
|
2017
Q2 | – | Sell |
-7,149
| Closed | -$215K | – | 107 |
|
|
2017
Q1 | $215K | Sell |
7,149
-449
| -6% | -$13.6K | 0.11% | 97 |
|
|
2016
Q4 | $243K | Sell |
7,598
-131
| -2% | -$3.94K | 0.13% | 90 |
|
|
2016
Q3 | $2.28M | Buy |
7,729
+7
| +0.1% | +$203 | 1.37% | 28 |
|
|
2016
Q2 | $230K | Buy |
+7,722
| New | +$208K | 0.14% | 83 |
|
|
2015
Q4 | – | Sell |
-9,044
| Closed | -$232K | – | 84 |
|
|
2015
Q3 | $232K | Buy |
9,044
+2,649
| +41% | +$77.6K | 0.15% | 84 |
|
|
2015
Q2 | $215K | Sell |
6,395
-317
| -5% | -$11.1K | 0.16% | 81 |
|
|
2015
Q1 | $217K | Buy |
6,712
+245
| +4% | +$8.02K | 0.17% | 80 |
|
|
2014
Q4 | $204K | Sell |
6,467
-85
| -1% | -$2.86K | 0.17% | 77 |
|
|
2014
Q3 | $235K | Buy |
6,552
+8
| +0.1% | +$317 | 0.2% | 75 |
|
|
2014
Q2 | $282K | Buy |
6,544
+611
| +10% | +$25.2K | 0.24% | 70 |
|
|
2014
Q1 | $233K | Sell |
5,933
-521
| -8% | -$20.5K | 0.21% | 70 |
|
|
2013
Q4 | $257K | Buy |
+6,454
| New | +$240K | 0.25% | 68 |
|
Other funds holding BP
