Transform Wealth’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-12,502
| Closed | -$218K | – | 199 |
|
|
2020
Q3 | $218K | Sell |
12,502
-86,227
| -87% | -$1.5M | 0.04% | 199 |
|
|
2020
Q2 | $2.3M | Sell |
98,729
-2,488
| -2% | -$58K | 0.39% | 72 |
|
|
2020
Q1 | $2.47M | Buy |
101,217
+4,658
| +5% | +$114K | 0.53% | 68 |
|
|
2019
Q4 | $3.64M | Sell |
96,559
-5,737
| -6% | -$217K | 0.58% | 67 |
|
|
2019
Q3 | $3.89M | Sell |
102,296
-1,349
| -1% | -$51.2K | 0.69% | 63 |
|
|
2019
Q2 | $4.25M | Buy |
103,645
+12,941
| +14% | +$531K | 0.62% | 62 |
|
|
2019
Q1 | $3.9M | Buy |
90,704
+53,457
| +144% | +$2.3M | 0.72% | 57 |
|
|
2018
Q4 | $1.37M | Sell |
37,247
-6,742
| -15% | -$248K | 0.28% | 100 |
|
|
2018
Q3 | $1.94M | Sell |
43,989
-5,947
| -12% | -$262K | 0.34% | 92 |
|
|
2018
Q2 | $2.15M | Buy |
49,936
+38,313
| +330% | +$1.65M | 0.39% | 83 |
|
|
2018
Q1 | $438K | Buy |
+11,623
| New | +$438K | 0.08% | 180 |
|