SFWA
Summit Financial Wealth Advisors’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,461
| Closed | -$234K | – | 151 |
|
|
2024
Q3 | $234K | Buy |
+7,461
| New | +$234K | 0.04% | 133 |
|
|
2023
Q3 | – | Sell |
-6,626
| Closed | -$234K | – | 122 |
|
|
2023
Q2 | $234K | Buy |
6,626
+1,322
| +25% | +$46.7K | 0.05% | 109 |
|
|
2023
Q1 | $201K | Buy |
+5,304
| New | +$201K | 0.05% | 120 |
|
|
2015
Q4 | – | Sell |
-237
| Closed | -$7K | – | 131 |
|
|
2015
Q3 | $7K | Hold |
237
| – | – | ﹤0.01% | 195 |
|
|
2015
Q2 | $9K | Hold |
237
| – | – | 0.01% | 233 |
|
|
2015
Q1 | $10K | Hold |
237
| – | – | 0.01% | 197 |
|
|
2014
Q4 | $9K | Buy |
+237
| New | +$9K | 0.01% | 204 |
|