Sugarloaf Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $355 | Hold |
12
| – | – | ﹤0.01% | 667 |
|
|
2024
Q3 | $377 | Hold |
12
| – | – | ﹤0.01% | 650 |
|
|
2024
Q2 | $433 | Hold |
12
| – | – | ﹤0.01% | 631 |
|
|
2024
Q1 | $452 | Sell |
12
-425
| -97% | -$16K | ﹤0.01% | 645 |
|
|
2023
Q4 | $15.5K | Hold |
437
| – | – | ﹤0.01% | 434 |
|
|
2023
Q3 | $16.9K | Hold |
437
| – | – | ﹤0.01% | 399 |
|
|
2023
Q2 | $15.4K | Hold |
437
| – | – | ﹤0.01% | 425 |
|
|
2023
Q1 | $16.6K | Sell |
437
-52
| -11% | -$1.97K | ﹤0.01% | 416 |
|
|
2022
Q4 | $17.1K | Sell |
489
-2,095
| -81% | -$73.2K | ﹤0.01% | 430 |
|
|
2022
Q3 | $74K | Buy |
2,584
+200
| +8% | +$5.73K | 0.02% | 236 |
|
|
2022
Q2 | $68K | Hold |
2,384
| – | – | 0.02% | 234 |
|
|
2022
Q1 | $70K | Sell |
2,384
-2,305
| -49% | -$67.7K | 0.02% | 233 |
|
|
2021
Q4 | $125K | Sell |
4,689
-1,283
| -21% | -$34.2K | 0.03% | 170 |
|
|
2021
Q3 | $163K | Buy |
5,972
+5
| +0.1% | +$136 | 0.04% | 146 |
|
|
2021
Q2 | $158K | Buy |
5,967
+5
| +0.1% | +$132 | 0.04% | 144 |
|
|
2021
Q1 | $145 | Buy |
5,962
+5
| +0.1% | – | 0.04% | 144 |
|
|
2020
Q4 | $122K | Sell |
5,957
-422
| -7% | -$8.64K | 0.04% | 158 |
|
|
2020
Q3 | $111K | Sell |
6,379
-198
| -3% | -$3.45K | 0.04% | 150 |
|
|
2020
Q2 | $153K | Buy |
6,577
+11
| +0.2% | +$256 | 0.06% | 128 |
|
|
2020
Q1 | $160K | Buy |
6,566
+52
| +0.8% | +$1.27K | 0.07% | 116 |
|
|
2019
Q4 | $230K | Buy |
+6,514
| New | +$230K | 0.1% | 109 |
|