SVA Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-39,283
| Closed | -$998K | – | 204 |
|
|
2016
Q1 | $998K | Sell |
39,283
-1,115
| -3% | -$28.3K | 0.17% | 105 |
|
|
2015
Q4 | $1.06M | Sell |
40,398
-7,056
| -15% | -$186K | 0.18% | 106 |
|
|
2015
Q3 | $1.22M | Buy |
47,454
+4,066
| +9% | +$105K | 0.23% | 104 |
|
|
2015
Q2 | $1.46M | Sell |
43,388
-449
| -1% | -$15.1K | 0.27% | 98 |
|
|
2015
Q1 | $1.42M | Buy |
43,837
+10,571
| +32% | +$343K | 0.26% | 97 |
|
|
2014
Q4 | $1.05M | Sell |
33,266
-5,062
| -13% | -$160K | 0.38% | 65 |
|
|
2014
Q3 | $1.38M | Buy |
38,328
+2,852
| +8% | +$103K | 0.59% | 43 |
|
|
2014
Q2 | $1.53M | Buy |
35,476
+1,372
| +4% | +$59.2K | 0.65% | 38 |
|
|
2014
Q1 | $1.34M | Buy |
34,104
+6,375
| +23% | +$251K | 0.63% | 40 |
|
|
2013
Q4 | $1.1M | Buy |
+27,729
| New | +$1.1M | 0.66% | 42 |
|