Sandbox Financial Partners’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 |
-8,010
| Closed | -$283K | – | 89 |
|
|
2023
Q2 | $283K | Hold |
8,010
| – | – | 0.15% | 75 |
|
|
2023
Q1 | $304K | Sell |
8,010
-295
| -4% | -$11.2K | 0.18% | 67 |
|
|
2022
Q4 | $290K | Sell |
8,305
-850
| -9% | -$29.7K | 0.2% | 60 |
|
|
2022
Q3 | $261K | Hold |
9,155
| – | – | 0.19% | 64 |
|
|
2022
Q2 | $260K | Sell |
9,155
-185
| -2% | -$5.25K | 0.19% | 68 |
|
|
2022
Q1 | $275K | Buy |
9,340
+1,000
| +12% | +$29.4K | 0.16% | 71 |
|
|
2021
Q4 | $222K | Hold |
8,340
| – | – | 0.14% | 87 |
|
|
2021
Q3 | $228K | Hold |
8,340
| – | – | 0.16% | 80 |
|
|
2021
Q2 | $220K | Hold |
8,340
| – | – | 0.16% | 80 |
|
|
2021
Q1 | $209K | Buy |
+8,340
| New | +$209K | 0.17% | 71 |
|