SWM
Selective Wealth Management’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,271
| Closed | -$122K | – | 192 |
|
|
2022
Q3 | $122K | Buy |
4,271
+50
| +1% | +$1.43K | 0.05% | 178 |
|
|
2022
Q2 | $120K | Sell |
4,221
-54
| -1% | -$1.54K | 0.04% | 196 |
|
|
2022
Q1 | $126K | Buy |
4,275
+1,253
| +41% | +$36.9K | 0.05% | 183 |
|
|
2021
Q4 | $80K | Buy |
3,022
+457
| +18% | +$12.1K | 0.03% | 218 |
|
|
2021
Q3 | $70K | Hold |
2,565
| – | – | 0.04% | 223 |
|
|
2021
Q2 | $68K | Buy |
2,565
+461
| +22% | +$12.2K | 0.05% | 154 |
|
|
2021
Q1 | $51K | Sell |
2,104
-700
| -25% | -$17K | 0.05% | 126 |
|
|
2020
Q4 | $58K | Sell |
2,804
-4,000
| -59% | -$82.7K | 0.04% | 104 |
|
|
2020
Q3 | $119K | Hold |
6,804
| – | – | 0.09% | 67 |
|
|
2020
Q2 | $159K | Buy |
6,804
+5,604
| +467% | +$131K | 0.13% | 57 |
|
|
2020
Q1 | $29K | Hold |
1,200
| – | – | 0.05% | 84 |
|
|
2019
Q4 | $45K | Hold |
1,200
| – | – | 0.05% | 81 |
|
|
2019
Q3 | $46K | Buy |
+1,200
| New | +$46K | 0.06% | 82 |
|
|
2018
Q3 | $60K | Buy |
+1,300
| New | +$60K | 0.72% | 33 |
|