REDW Wealth’s BP BP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-6,762
| Closed | -$239K | – | 144 |
|
2023
Q2 | $239K | Buy |
6,762
+4
| +0.1% | +$141 | 0.07% | 127 |
|
2023
Q1 | $256K | Buy |
+6,758
| New | +$256K | 0.08% | 114 |
|
2019
Q3 | – | Sell |
-5,746
| Closed | -$236K | – | 85 |
|
2019
Q2 | $236K | Hold |
5,746
| – | – | 0.14% | 72 |
|
2019
Q1 | $247K | Buy |
+5,746
| New | +$247K | 0.15% | 67 |
|
2018
Q4 | – | Sell |
-5,107
| Closed | -$225K | – | 81 |
|
2018
Q3 | $225K | Sell |
5,107
-180
| -3% | -$7.93K | 0.15% | 75 |
|
2018
Q2 | $227K | Sell |
5,287
-68
| -1% | -$2.92K | 0.16% | 70 |
|
2018
Q1 | $202K | Buy |
5,355
+137
| +3% | +$5.17K | 0.15% | 78 |
|
2017
Q4 | $201K | Buy |
+5,218
| New | +$201K | 0.16% | 81 |
|