Prospera Financial Services’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-7,154
| Closed | -$249K | – | 399 |
|
|
2018
Q3 | $249K | Buy |
+7,154
| New | +$249K | 0.05% | 353 |
|
|
2014
Q4 | – | Sell |
-2,874
| Closed | -$271K | – | 295 |
|
|
2014
Q3 | $271K | Buy |
2,874
+276
| +11% | +$26K | 0.07% | 216 |
|
|
2014
Q2 | $257K | Hold |
2,598
| – | – | 0.07% | 220 |
|
|
2014
Q1 | $219K | Buy |
+2,598
| New | +$219K | 0.07% | 215 |
|