Realta 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
Q3 | – | Sell |
-6,865
| Closed | -$248K | – | 396 |
|
|
2024
Q2 | $248K | Sell |
6,865
-312
| -4% | -$11.3K | 0.05% | 347 |
|
|
2024
Q1 | $270K | Sell |
7,177
-534
| -7% | -$20.1K | 0.06% | 338 |
|
|
2023
Q4 | $273K | Buy |
7,711
+1,634
| +27% | +$57.8K | 0.06% | 334 |
|
|
2023
Q3 | $214K | Sell |
6,077
-4,803
| -44% | -$169K | 0.05% | 371 |
|
|
2023
Q2 | $384K | Sell |
10,880
-1,678
| -13% | -$59.2K | 0.08% | 259 |
|
|
2023
Q1 | $476K | Buy |
12,558
+772
| +7% | +$29.3K | 0.12% | 211 |
|
|
2022
Q4 | $412K | Sell |
11,786
-260
| -2% | -$9.08K | 0.1% | 238 |
|
|
2022
Q3 | $344K | Sell |
12,046
-1,922
| -14% | -$54.9K | 0.09% | 251 |
|
|
2022
Q2 | $395K | Sell |
13,968
-1,981
| -12% | -$56K | 0.1% | 227 |
|
|
2022
Q1 | $469K | Buy |
15,949
+1,313
| +9% | +$38.6K | 0.09% | 224 |
|
|
2021
Q4 | $390K | Sell |
14,636
-584
| -4% | -$15.6K | 0.09% | 261 |
|
|
2021
Q3 | $416K | Sell |
15,220
-1,384
| -8% | -$37.8K | 0.1% | 234 |
|
|
2021
Q2 | $439K | Buy |
16,604
+230
| +1% | +$6.08K | 0.1% | 230 |
|
|
2021
Q1 | $399K | Buy |
16,374
+1,318
| +9% | +$32.1K | 0.11% | 237 |
|
|
2020
Q4 | $309K | Sell |
15,056
-6,538
| -30% | -$134K | 0.09% | 245 |
|
|
2020
Q3 | $377K | Sell |
21,594
-1,949
| -8% | -$34K | 0.13% | 190 |
|
|
2020
Q2 | $549K | Buy |
23,543
+114
| +0.5% | +$2.66K | 0.18% | 143 |
|
|
2020
Q1 | $571K | Buy |
23,429
+660
| +3% | +$16.1K | 0.25% | 111 |
|
|
2019
Q4 | $847K | Buy |
22,769
+105
| +0.5% | +$3.91K | 0.23% | 99 |
|
|
2019
Q3 | $866K | Sell |
22,664
-748
| -3% | -$28.6K | 0.24% | 85 |
|
|
2019
Q2 | $958K | Buy |
23,412
+3,719
| +19% | +$152K | 0.27% | 80 |
|
|
2019
Q1 | $848K | Buy |
+19,693
| New | +$848K | 0.39% | 66 |
|