Regal Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-40
| Closed | -$1K | – | 345 |
|
|
2015
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 973 |
|
|
2015
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 833 |
|
|
2015
Q1 | $2K | Sell |
40
-178
| -82% | -$8.9K | ﹤0.01% | 899 |
|
|
2014
Q4 | $15K | Sell |
218
-26
| -11% | -$1.79K | ﹤0.01% | 581 |
|
|
2014
Q3 | $23K | Buy |
244
+25
| +11% | +$2.36K | 0.01% | 529 |
|
|
2014
Q2 | $22K | Buy |
219
+59
| +37% | +$5.93K | 0.01% | 526 |
|
|
2014
Q1 | $14K | Sell |
160
-72
| -31% | -$6.3K | 0.01% | 582 |
|
|
2013
Q4 | $18K | Sell |
232
-265
| -53% | -$20.6K | 0.01% | 473 |
|
|
2013
Q3 | $43K | Sell |
497
-479
| -49% | -$41.4K | 0.03% | 323 |
|
|
2013
Q2 | $94K | Buy |
+976
| New | +$94K | 0.05% | 238 |
|