TrueWealth LLC’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $72K | Sell |
3,086
-176
| -5% | -$4.11K | 0.03% | 231 |
|
|
2020
Q1 | $80K | Sell |
3,262
-14
| -0.4% | -$343 | 0.04% | 204 |
|
|
2019
Q4 | $124K | Hold |
3,276
| – | – | 0.05% | 181 |
|
|
2019
Q3 | $124K | Sell |
3,276
-55
| -2% | -$2.08K | 0.05% | 177 |
|
|
2019
Q2 | $137K | Hold |
3,331
| – | – | 0.06% | 167 |
|
|
2019
Q1 | $143K | Sell |
3,331
-49
| -1% | -$2.1K | 0.07% | 164 |
|
|
2018
Q4 | $124K | Sell |
3,380
-104
| -3% | -$3.82K | 0.06% | 169 |
|
|
2018
Q3 | $153K | Buy |
3,484
+3
| +0.1% | +$132 | 0.07% | 157 |
|
|
2018
Q2 | $150K | Sell |
3,481
-45
| -1% | -$1.94K | 0.07% | 155 |
|
|
2018
Q1 | $133K | Sell |
3,526
-53
| -1% | -$2K | 0.07% | 162 |
|
|
2017
Q4 | $138K | Buy |
+3,579
| New | +$138K | 0.06% | 172 |
|