True Wealth Design’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37K | Sell |
146
-28
| -16% | -$838 | ﹤0.01% | 865 |
|
|
2025
Q1 | $5.88K | Buy |
174
+36
| +26% | +$1.22K | ﹤0.01% | 633 |
|
|
2024
Q4 | $4.08K | Sell |
138
-32
| -19% | -$946 | ﹤0.01% | 568 |
|
|
2024
Q3 | $5.34K | Sell |
170
-16
| -9% | -$502 | ﹤0.01% | 540 |
|
|
2024
Q2 | $6.72K | Buy |
186
+40
| +27% | +$1.44K | ﹤0.01% | 260 |
|
|
2024
Q1 | $5.5K | Buy |
146
+68
| +87% | +$2.56K | ﹤0.01% | 274 |
|
|
2023
Q4 | $2.76K | Buy |
78
+2
| +3% | +$71 | ﹤0.01% | 292 |
|
|
2023
Q3 | $2.94K | Buy |
76
+1
| +1% | +$39 | ﹤0.01% | 247 |
|
|
2023
Q2 | $2.65K | Hold |
75
| – | – | ﹤0.01% | 261 |
|
|
2023
Q1 | $2.85K | Buy |
75
+2
| +3% | +$76 | ﹤0.01% | 309 |
|
|
2022
Q4 | $2.55K | Buy |
+73
| New | +$2.55K | ﹤0.01% | 285 |
|