SWM
BPT
Selective Wealth Management’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-500
| Closed | -$6K | – | 193 |
|
|
2022
Q3 | $6K | Hold |
500
| – | – | ﹤0.01% | 569 |
|
|
2022
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 556 |
|
|
2022
Q1 | $7K | Hold |
500
| – | – | ﹤0.01% | 566 |
|
|
2021
Q4 | $2K | Hold |
500
| – | – | ﹤0.01% | 601 |
|
|
2021
Q3 | $2K | Sell |
500
-400
| -44% | -$1.6K | ﹤0.01% | 536 |
|
|
2021
Q2 | $5K | Sell |
900
-400
| -31% | -$2.22K | ﹤0.01% | 397 |
|
|
2021
Q1 | $5K | Buy |
+1,300
| New | +$5K | ﹤0.01% | 305 |
|