Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-714
Closed -$20K 87
2022
Q3
$20K Buy
+714
New +$21.2K 0.01% 116
2017
Q3
Sell
-8,685
Closed -$267K 70
2017
Q2
$267K Sell
8,685
-145
-2% -$4.51K 0.15% 74
2017
Q1
$266K Sell
8,830
-1,121
-11% -$34.1K 0.15% 76
2016
Q4
$319K Buy
9,951
+800
+9% +$24.1K 0.19% 69
2016
Q3
$271K Buy
9,151
+2,258
+33% +$65.5K 0.17% 70
2016
Q2
$206K Buy
+6,893
New +$186K 0.13% 76
2015
Q4
Sell
-8,319
Closed -$214K 66
2015
Q3
$214K Buy
+8,319
New +$244K 0.14% 67
2015
Q1
Sell
-54,277
Closed -$1.72M 74
2014
Q4
$1.72M Sell
54,277
-5,609
-9% -$189K 0.92% 45
2014
Q3
$2.15M Sell
59,886
-856
-1% -$33.9K 1.04% 42
2014
Q2
$2.62M Sell
60,742
-26,059
-30% -$1.07M 1.27% 36
2014
Q1
$3.42M Buy
86,801
+734
+0.9% +$28.9K 1.91% 26
2013
Q4
$3.42M Sell
86,067
-1,467
-2% -$54.6K 1.85% 27
2013
Q3
$3.01M Buy
87,534
+1,956
+2% +$67.1K 1.71% 26
2013
Q2
$2.92M Buy
+85,578
New +$2.98M 1.8% 23

Other funds holding BP