TruWealth Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,936
| Closed | -$218K | – | 165 |
|
|
2024
Q3 | $218K | Hold |
6,936
| – | – | 0.01% | 153 |
|
|
2024
Q2 | $250K | Hold |
6,936
| – | – | 0.02% | 144 |
|
|
2024
Q1 | $261K | Hold |
6,936
| – | – | 0.02% | 140 |
|
|
2023
Q4 | $246K | Hold |
6,936
| – | – | 0.02% | 135 |
|
|
2023
Q3 | $269K | Sell |
6,936
-415
| -6% | -$16.1K | 0.02% | 122 |
|
|
2023
Q2 | $259K | Buy |
7,351
+23
| +0.3% | +$812 | 0.02% | 130 |
|
|
2023
Q1 | $278K | Sell |
7,328
-733
| -9% | -$27.8K | 0.03% | 124 |
|
|
2022
Q4 | $282K | Buy |
8,061
+218
| +3% | +$7.62K | 0.03% | 116 |
|
|
2022
Q3 | $224K | Sell |
7,843
-4,252
| -35% | -$121K | 0.02% | 121 |
|
|
2022
Q2 | $343K | Sell |
12,095
-1,993
| -14% | -$56.5K | 0.04% | 95 |
|
|
2022
Q1 | $414K | Buy |
14,088
+167
| +1% | +$4.91K | 0.04% | 80 |
|
|
2021
Q4 | $371K | Sell |
13,921
-208
| -1% | -$5.54K | 0.04% | 89 |
|
|
2021
Q3 | $386K | Hold |
14,129
| – | – | 0.04% | 83 |
|
|
2021
Q2 | $373K | Sell |
14,129
-323
| -2% | -$8.53K | 0.04% | 82 |
|
|
2021
Q1 | $352K | Sell |
14,452
-53
| -0.4% | -$1.29K | 0.05% | 80 |
|
|
2020
Q4 | $298K | Buy |
+14,505
| New | +$298K | 0.04% | 85 |
|