Taylor Hoffman Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-1,161
| Closed | -$27K | – | 143 |
|
2020
Q2 | $27K | Buy |
+1,161
| New | +$27K | 0.02% | 237 |
|
2020
Q1 | – | Sell |
-1,156
| Closed | -$44K | – | 141 |
|
2019
Q4 | $44K | Sell |
1,156
-600
| -34% | -$22.8K | 0.03% | 218 |
|
2019
Q3 | $67K | Sell |
1,756
-30
| -2% | -$1.15K | 0.05% | 184 |
|
2019
Q2 | $73K | Sell |
1,786
-268
| -13% | -$11K | 0.06% | 173 |
|
2019
Q1 | $88K | Buy |
2,054
+242
| +13% | +$10.4K | 0.07% | 152 |
|
2018
Q4 | $67K | Sell |
1,812
-304
| -14% | -$11.2K | 0.06% | 154 |
|
2018
Q3 | $93K | Sell |
2,116
-28
| -1% | -$1.23K | 0.07% | 138 |
|
2018
Q2 | $92K | Sell |
2,144
-26
| -1% | -$1.12K | 0.08% | 132 |
|
2018
Q1 | $82K | Sell |
2,170
-30
| -1% | -$1.13K | 0.08% | 141 |
|
2017
Q4 | $85K | Buy |
+2,200
| New | +$85K | 0.08% | 137 |
|