Sweet Financial Partners’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $312K | Sell |
9,948
-136
| -1% | -$4.27K | 0.07% | 165 |
|
|
2024
Q2 | $364K | Buy |
10,084
+1
| +0% | +$36 | 0.08% | 142 |
|
|
2024
Q1 | $380K | Hold |
10,083
| – | – | 0.09% | 143 |
|
|
2023
Q4 | $357K | Buy |
10,083
+2
| +0% | +$71 | 0.08% | 142 |
|
|
2023
Q3 | $390K | Buy |
10,081
+2
| +0% | +$77 | 0.1% | 126 |
|
|
2023
Q2 | $356K | Buy |
10,079
+2
| +0% | +$71 | 0.09% | 130 |
|
|
2023
Q1 | $382K | Hold |
10,077
| – | – | 0.11% | 120 |
|
|
2022
Q4 | $352K | Sell |
10,077
-98
| -1% | -$3.42K | 0.1% | 122 |
|
|
2022
Q3 | $291K | Buy |
10,175
+1
| +0% | +$29 | 0.09% | 132 |
|
|
2022
Q2 | $288K | Sell |
10,174
-103
| -1% | -$2.92K | 0.09% | 130 |
|
|
2022
Q1 | $302K | Buy |
10,277
+455
| +5% | +$13.4K | 0.08% | 135 |
|
|
2021
Q4 | $262K | Buy |
+9,822
| New | +$262K | 0.11% | 121 |
|