Phillips Wealth Planners’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,705
| Closed | -$269K | – | 178 |
|
|
2024
Q3 | $269K | Sell |
8,705
-267
| -3% | -$8.26K | 0.26% | 143 |
|
|
2024
Q2 | $313K | Buy |
8,972
+36
| +0.4% | +$1.26K | 0.33% | 110 |
|
|
2024
Q1 | $345K | Buy |
8,936
+1,911
| +27% | +$73.8K | 0.4% | 89 |
|
|
2023
Q4 | $239K | Sell |
7,025
-196
| -3% | -$6.67K | 0.29% | 133 |
|
|
2023
Q3 | $291K | Sell |
7,221
-360
| -5% | -$14.5K | 0.39% | 95 |
|
|
2023
Q2 | $268K | Buy |
7,581
+1,281
| +20% | +$45.2K | 0.35% | 107 |
|
|
2023
Q1 | $252K | Buy |
+6,300
| New | +$252K | 0.33% | 113 |
|