Richard C. Young & Co’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-53,775
| Closed | -$1.86M | – | 63 |
|
|
2017
Q3 | $1.86M | Sell |
53,775
-2,691
| -5% | -$93.3K | 0.35% | 53 |
|
|
2017
Q2 | $1.74M | Sell |
56,466
-23,930
| -30% | -$735K | 0.34% | 55 |
|
|
2017
Q1 | $2.42M | Sell |
80,396
-2,305
| -3% | -$69.4K | 0.48% | 51 |
|
|
2016
Q4 | $2.65M | Sell |
82,701
-1,631
| -2% | -$52.2K | 0.56% | 47 |
|
|
2016
Q3 | $2.5M | Sell |
84,332
-329
| -0.4% | -$9.73K | 0.54% | 49 |
|
|
2016
Q2 | $2.53M | Sell |
84,661
-1,371
| -2% | -$41K | 0.56% | 46 |
|
|
2016
Q1 | $2.19M | Buy |
86,032
+5,416
| +7% | +$138K | 0.49% | 50 |
|
|
2015
Q4 | $2.12M | Sell |
80,616
-94,969
| -54% | -$2.5M | 0.48% | 53 |
|
|
2015
Q3 | $4.52M | Sell |
175,585
-4,027
| -2% | -$104K | 1.12% | 41 |
|
|
2015
Q2 | $6.04M | Sell |
179,612
-5,008
| -3% | -$168K | 1.36% | 32 |
|
|
2015
Q1 | $5.99M | Buy |
184,620
+85,495
| +86% | +$2.77M | 1.31% | 37 |
|
|
2014
Q4 | $3.14M | Sell |
99,125
-100,054
| -50% | -$3.16M | 0.66% | 53 |
|
|
2014
Q3 | $7.16M | Buy |
199,179
+1,499
| +0.8% | +$53.9K | 1.53% | 32 |
|
|
2014
Q2 | $8.53M | Buy |
197,680
+9,669
| +5% | +$417K | 1.73% | 26 |
|
|
2014
Q1 | $7.4M | Buy |
188,011
+6,145
| +3% | +$242K | 1.57% | 34 |
|
|
2013
Q4 | $7.23M | Buy |
181,866
+1,847
| +1% | +$73.4K | 1.57% | 32 |
|
|
2013
Q3 | $6.19M | Buy |
180,019
+5,839
| +3% | +$201K | 1.4% | 34 |
|
|
2013
Q2 | $5.95M | Buy |
+174,180
| New | +$5.95M | 1.48% | 31 |
|