Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-14,312
Closed -$349K 1337
2020
Q1
$349K Buy
14,312
+10
+0.1% +$323 ﹤0.01% 1245
2019
Q4
$534K Sell
14,302
-600
-4% -$22.8K ﹤0.01% 1235
2019
Q3
$629K Sell
14,902
-13,505
-48% -$515K ﹤0.01% 1140
2019
Q2
$1.18M Sell
28,407
-6,799
-19% -$285K ﹤0.01% 1019
2019
Q1
$1.48M Buy
35,206
+12,871
+58% +$528K ﹤0.01% 969
2018
Q4
$923K Buy
22,335
+504
+2% +$20.1K ﹤0.01% 1075
2018
Q3
$889K Sell
21,831
-2,746
-11% -$115K ﹤0.01% 1187
2018
Q2
$987K Sell
24,577
-6,622
-21% -$278K ﹤0.01% 1131
2018
Q1
$1.18M Buy
31,199
+221
+0.7% +$8.33K ﹤0.01% 1021
2017
Q4
$1.19M Buy
30,978
+1,516
+5% +$54.9K ﹤0.01% 1006
2017
Q3
$1.02M Sell
29,462
-921
-3% -$29.3K ﹤0.01% 1026
2017
Q2
$933K Sell
30,383
-621
-2% -$19.3K ﹤0.01% 1061
2017
Q1
$933K Sell
31,004
-161
-0.5% -$4.89K ﹤0.01% 1056
2016
Q4
$998K Sell
31,165
-2,604
-8% -$78.4K ﹤0.01% 1028
2016
Q3
$999K Sell
33,769
-202
-0.6% -$5.86K ﹤0.01% 1010
2016
Q2
$1.01M Sell
33,971
-53,360
-61% -$1.44M ﹤0.01% 961
2016
Q1
$2.22M Buy
87,331
+39,494
+83% +$996K ﹤0.01% 827
2015
Q4
$1.26M Buy
47,837
+390
+0.8% +$11.1K ﹤0.01% 908
2015
Q3
$1.22M Buy
47,447
+24,402
+106% +$715K ﹤0.01% 886
2015
Q2
$810K Sell
23,045
-1,094
-5% -$38.3K ﹤0.01% 1007
2015
Q1
$836K Sell
24,139
-14,103
-37% -$462K ﹤0.01% 993
2014
Q4
$1.21M Buy
38,242
+12,815
+50% +$431K ﹤0.01% 902
2014
Q3
$914K Buy
25,427
+7,151
+39% +$283K ﹤0.01% 920
2014
Q2
$789K Sell
18,276
-611
-3% -$25.2K ﹤0.01% 942
2014
Q1
$743K Buy
18,887
+1,809
+11% +$71.3K ﹤0.01% 943
2013
Q4
$679K Sell
17,078
-74,908
-81% -$2.79M ﹤0.01% 939
2013
Q3
$3.16M Sell
91,986
-129,103
-58% -$4.43M 0.01% 723
2013
Q2
$7.55M Buy
+221,089
New +$7.7M 0.02% 482

Other funds holding BP