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Teamwork Financial Advisors’s BP BP Stock Holding History

Teamwork Financial Advisors’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,815
Closed -$246K – 161
2024
Q2 		$246K Buy
+6,815
New +$255K 0.04% 119
2023
Q2 		– Sell
-6,396
Closed -$243K – 193
2023
Q1 		$243K Buy
+6,396
New +$239K 0.04% 166
2022
Q2 		– Sell
-8,677
Closed -$255K – 211
2022
Q1 		$255K Buy
+8,677
New +$265K 0.05% 220
2020
Q1 		– Sell
-6,680
Closed -$252K – 117
2019
Q4 		$252K Buy
+6,680
New +$254K 0.15% 96

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BlackRock
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Goldman Sachs
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Bank of America
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return