Shelter Insurance Retirement Plan’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-76,161
| Closed | -$2M | – | 43 |
|
|
2015
Q4 | $2M | Hold |
76,161
| – | – | 0.95% | 39 |
|
|
2015
Q3 | $1.96M | Hold |
76,161
| – | – | 0.97% | 39 |
|
|
2015
Q2 | $2.56M | Sell |
76,161
-1,072
| -1% | -$36K | 1.15% | 36 |
|
|
2015
Q1 | $2.51M | Hold |
77,233
| – | – | 1.16% | 35 |
|
|
2014
Q4 | $2.44M | Sell |
77,233
-1,110
| -1% | -$35.1K | 0.96% | 39 |
|
|
2014
Q3 | $2.82M | Hold |
78,343
| – | – | 1.15% | 37 |
|
|
2014
Q2 | $3.37M | Hold |
78,343
| – | – | 1.37% | 34 |
|
|
2014
Q1 | $3.08M | Hold |
78,343
| – | – | 1.28% | 34 |
|
|
2013
Q4 | $3.12M | Hold |
78,343
| – | – | 1.23% | 38 |
|
|
2013
Q3 | $2.69M | Hold |
78,343
| – | – | 1.14% | 39 |
|
|
2013
Q2 | $2.68M | Buy |
+78,343
| New | +$2.68M | 1.16% | 39 |
|