Sullivan, Bruyette, Speros & Blaney’s BP BP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$228K Buy
9,343
+1,312
+16% +$32K 0.01% 289
2020
Q4
$165K Sell
8,031
-991
-11% -$20.4K 0.01% 311
2020
Q3
$158K Sell
9,022
-386
-4% -$6.76K 0.01% 280
2020
Q2
$219K Sell
9,408
-35
-0.4% -$815 0.01% 221
2020
Q1
$230K Buy
9,443
+1,325
+16% +$32.3K 0.02% 192
2019
Q4
$306K Buy
8,118
+760
+10% +$28.6K 0.02% 195
2019
Q3
$280K Buy
7,358
+292
+4% +$11.1K 0.02% 195
2019
Q2
$290K Buy
7,066
+1,889
+36% +$77.5K 0.02% 183
2019
Q1
$223K Buy
+5,177
New +$223K 0.01% 198