Private Wealth Advisors (Pennsylvania)’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 |
-17,932
| Closed | -$671K | – | 95 |
|
|
2019
Q4 | $671K | Sell |
17,932
-1,133
| -6% | -$42.4K | 0.36% | 71 |
|
|
2019
Q3 | $724K | Sell |
19,065
-8,129
| -30% | -$309K | 0.37% | 69 |
|
|
2019
Q2 | $1.12M | Sell |
27,194
-2,271
| -8% | -$93.1K | 0.4% | 61 |
|
|
2019
Q1 | $1.27M | Buy |
29,465
+601
| +2% | +$25.8K | 0.47% | 57 |
|
|
2018
Q4 | $1.06M | Sell |
28,864
-2,136
| -7% | -$78.5K | 0.46% | 58 |
|
|
2018
Q3 | $1.36M | Sell |
31,000
-354
| -1% | -$15.6K | 0.5% | 57 |
|
|
2018
Q2 | $1.35M | Sell |
31,354
-1,383
| -4% | -$59.4K | 0.54% | 55 |
|
|
2018
Q1 | $1.23M | Sell |
32,737
-1,334
| -4% | -$50.2K | 0.49% | 59 |
|
|
2017
Q4 | $1.31M | Sell |
34,071
-1,107
| -3% | -$42.6K | 0.51% | 56 |
|
|
2017
Q3 | $1.22M | Sell |
35,178
-575
| -2% | -$19.9K | 0.5% | 58 |
|
|
2017
Q2 | $1.1M | Sell |
35,753
-1,218
| -3% | -$37.4K | 0.47% | 61 |
|
|
2017
Q1 | $1.11M | Sell |
36,971
-653
| -2% | -$19.7K | 0.5% | 60 |
|
|
2016
Q4 | $1.21M | Sell |
37,624
-1,342
| -3% | -$43K | 0.56% | 56 |
|
|
2016
Q3 | $1.15M | Buy |
38,966
+9
| +0% | +$266 | 0.55% | 51 |
|
|
2016
Q2 | $1.16M | Sell |
38,957
-6,661
| -15% | -$199K | 0.57% | 51 |
|
|
2016
Q1 | $1.16M | Buy |
45,618
+8,211
| +22% | +$208K | 0.62% | 50 |
|
|
2015
Q4 | $984K | Buy |
37,407
+6,533
| +21% | +$172K | 0.55% | 54 |
|
|
2015
Q3 | $794K | Buy |
30,874
+6,276
| +26% | +$161K | 0.4% | 72 |
|
|
2015
Q2 | $827K | Buy |
24,598
+8,175
| +50% | +$275K | 0.38% | 75 |
|
|
2015
Q1 | $533K | Buy |
+16,423
| New | +$533K | 0.25% | 87 |
|