Strategic Wealth Investment Group’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,519
| Closed | -$201K | – | 131 |
|
|
2024
Q2 | $201K | Buy |
+5,519
| New | +$201K | 0.03% | 134 |
|
|
2023
Q4 | $210K | Buy |
5,926
+153
| +3% | +$5.42K | 0.03% | 126 |
|
|
2023
Q3 | $224K | Sell |
5,773
-283
| -5% | -$11K | 0.04% | 96 |
|
|
2023
Q2 | $214K | Sell |
6,056
-4,312
| -42% | -$152K | 0.03% | 114 |
|
|
2023
Q1 | $393K | Buy |
10,368
+2,075
| +25% | +$78.7K | 0.07% | 94 |
|
|
2022
Q4 | $293K | Sell |
8,293
-744
| -8% | -$26.3K | 0.07% | 97 |
|
|
2022
Q3 | $258K | Buy |
9,037
+1,776
| +24% | +$50.7K | 0.07% | 88 |
|
|
2022
Q2 | $206K | Sell |
7,261
-70,630
| -91% | -$2M | 0.05% | 126 |
|
|
2022
Q1 | $2.29M | Sell |
77,891
-8,298
| -10% | -$244K | 0.55% | 42 |
|
|
2021
Q4 | $2.3M | Sell |
86,189
-7,138
| -8% | -$190K | 0.6% | 41 |
|
|
2021
Q3 | $2.55M | Sell |
93,327
-7,453
| -7% | -$204K | 0.76% | 36 |
|
|
2021
Q2 | $2.66M | Buy |
100,780
+13,480
| +15% | +$356K | 0.94% | 32 |
|
|
2021
Q1 | $2.13M | Buy |
87,300
+4,889
| +6% | +$119K | 1.02% | 27 |
|
|
2020
Q4 | $1.69M | Buy |
82,411
+34,080
| +71% | +$699K | 0.99% | 29 |
|
|
2020
Q3 | $844K | Buy |
48,331
+9,232
| +24% | +$161K | 0.63% | 39 |
|
|
2020
Q2 | $912K | Buy |
39,099
+7,395
| +23% | +$172K | 0.89% | 33 |
|
|
2020
Q1 | $773K | Buy |
31,704
+6,864
| +28% | +$167K | 1.26% | 24 |
|
|
2019
Q4 | $937K | Buy |
+24,840
| New | +$937K | 0.97% | 27 |
|