TCI Wealth Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,772
| Closed | -$181K | – | 485 |
|
|
2023
Q1 | $181K | Buy |
4,772
+542
| +13% | +$20.2K | 0.02% | 197 |
|
|
2022
Q4 | $148K | Buy |
4,230
+163
| +4% | +$5.42K | 0.02% | 208 |
|
|
2022
Q3 | $116K | Buy |
4,067
+250
| +7% | +$7.44K | 0.02% | 229 |
|
|
2022
Q2 | $108K | Hold |
3,817
| – | – | 0.02% | 238 |
|
|
2022
Q1 | $113K | Hold |
3,817
| – | – | 0.02% | 242 |
|
|
2021
Q4 | $102K | Hold |
3,817
| – | – | 0.02% | 264 |
|
|
2021
Q3 | $104K | Hold |
3,817
| – | – | 0.02% | 276 |
|
|
2021
Q2 | $101K | Hold |
3,817
| – | – | 0.02% | 275 |
|
|
2021
Q1 | $93K | Sell |
3,817
-529
| -12% | -$12.7K | 0.04% | 249 |
|
|
2020
Q4 | $89K | Buy |
4,346
+529
| +14% | +$9.97K | 0.04% | 240 |
|
|
2020
Q3 | $67K | Buy |
3,817
+1,579
| +71% | +$34.2K | 0.03% | 263 |
|
|
2020
Q2 | $52K | Buy |
2,238
+146
| +7% | +$3.5K | 0.02% | 302 |
|
|
2020
Q1 | $51K | Sell |
2,092
-43
| -2% | -$1.39K | 0.03% | 301 |
|
|
2019
Q4 | $81K | Buy |
2,135
+43
| +2% | +$1.63K | 0.03% | 294 |
|
|
2019
Q3 | $79K | Sell |
2,092
-35
| -2% | -$1.33K | 0.04% | 252 |
|
|
2019
Q2 | $87K | Sell |
2,127
-242
| -10% | -$10.2K | 0.04% | 229 |
|
|
2019
Q1 | $102K | Sell |
2,369
-35
| -1% | -$1.43K | 0.04% | 234 |
|
|
2018
Q4 | $88K | Sell |
2,404
-56
| -2% | -$2.24K | 0.04% | 235 |
|
|
2018
Q3 | $108K | Sell |
2,460
-89
| -3% | -$3.72K | 0.05% | 226 |
|
|
2018
Q2 | $110K | Buy |
2,549
+244
| +11% | +$10.3K | 0.05% | 205 |
|
|
2018
Q1 | $87K | Sell |
2,305
-35
| -1% | -$1.32K | 0.04% | 244 |
|
|
2017
Q4 | $90K | Sell |
2,340
-35
| -1% | -$1.27K | 0.04% | 244 |
|
|
2017
Q3 | $82K | Sell |
2,375
-41
| -2% | -$1.3K | 0.04% | 240 |
|
|
2017
Q2 | $74K | Sell |
2,416
-40
| -2% | -$1.24K | 0.04% | 249 |
|
|
2017
Q1 | $74K | Sell |
2,456
-44
| -2% | -$1.34K | 0.04% | 248 |
|
|
2016
Q4 | $80K | Sell |
2,500
-46
| -2% | -$1.38K | 0.04% | 257 |
|
|
2016
Q3 | $75K | Hold |
2,546
| – | – | 0.04% | 247 |
|
|
2016
Q2 | $76K | Sell |
2,546
-436
| -15% | -$11.7K | 0.04% | 244 |
|
|
2016
Q1 | $76K | Buy |
2,982
+436
| +17% | +$11K | 0.04% | 238 |
|
|
2015
Q4 | $67K | Sell |
2,546
-532
| -17% | -$15.1K | 0.04% | 257 |
|
|
2015
Q3 | $79K | Hold |
3,078
| – | – | 0.05% | 225 |
|
|
2015
Q2 | $103K | Sell |
3,078
-1,558
| -34% | -$54.5K | 0.06% | 193 |
|
|
2015
Q1 | $150K | Sell |
4,636
-834
| -15% | -$27.3K | 0.09% | 137 |
|
|
2014
Q4 | $173K | Sell |
5,470
-201
| -4% | -$6.75K | 0.11% | 135 |
|
|
2014
Q3 | $204K | Buy |
5,671
+968
| +21% | +$38.3K | 0.13% | 123 |
|
|
2014
Q2 | $203K | Hold |
4,703
| – | – | 0.12% | 124 |
|
|
2014
Q1 | $185K | Hold |
4,703
| – | – | 0.12% | 127 |
|
|
2013
Q4 | $187K | Sell |
4,703
-12
| -0.3% | -$447 | 0.12% | 124 |
|
|
2013
Q3 | $162K | Sell |
4,715
-299
| -6% | -$10.3K | 0.12% | 122 |
|
|
2013
Q2 | $171K | Buy |
+5,014
| New | +$175K | 0.13% | 122 |
|
Other funds holding BP
