Strategic Investment Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-12,330
| Closed | -$288K | – | 178 |
|
2020
Q2 | $288K | Sell |
12,330
-1,985
| -14% | -$46.4K | 0.11% | 136 |
|
2020
Q1 | $349K | Buy |
14,315
+1,435
| +11% | +$35K | 0.16% | 102 |
|
2019
Q4 | $486K | Buy |
12,880
+485
| +4% | +$18.3K | 0.2% | 85 |
|
2019
Q3 | $471K | Buy |
12,395
+1,366
| +12% | +$51.9K | 0.23% | 74 |
|
2019
Q2 | $452K | Sell |
11,029
-1,072
| -9% | -$43.9K | 0.25% | 69 |
|
2019
Q1 | $520K | Buy |
12,101
+2,988
| +33% | +$128K | 0.36% | 61 |
|
2018
Q4 | $335K | Buy |
+9,113
| New | +$335K | 0.3% | 71 |
|