RE Dickinson Investment Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $1.02M | Buy |
3,462
+358
| +12% | +$106K | 0.06% | 65 |
|
2024
Q3 | $97.4K | Hold |
3,104
| – | – | 0.05% | 65 |
|
2024
Q2 | $112K | Hold |
3,104
| – | – | 0.07% | 63 |
|
2024
Q1 | $117K | Sell |
3,104
-22
| -0.7% | -$829 | 0.07% | 58 |
|
2023
Q4 | $111K | Hold |
3,126
| – | – | 0.07% | 56 |
|
2023
Q3 | $121K | Buy |
3,126
+22
| +0.7% | +$852 | 0.08% | 55 |
|
2023
Q2 | $110K | Hold |
3,104
| – | – | 0.04% | 112 |
|
2023
Q1 | $118K | Hold |
3,104
| – | – | 0.04% | 115 |
|
2022
Q4 | $108K | Buy |
+3,104
| New | +$108K | 0.04% | 105 |
|
2022
Q3 | – | Sell |
-3,104
| Closed | -$88 | – | 265 |
|
2022
Q2 | $88 | Hold |
3,104
| – | – | 0.01% | 59 |
|
2022
Q1 | $91K | Hold |
3,104
| – | – | 0.06% | 61 |
|
2021
Q4 | $83K | Buy |
+3,104
| New | +$83K | 0.06% | 58 |
|