Tyler-Stone Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-4,028
| Closed | -$145K | – | 377 |
|
2024
Q2 | $145K | Sell |
4,028
-239
| -6% | -$8.63K | 0.06% | 231 |
|
2024
Q1 | $161K | Buy |
4,267
+112
| +3% | +$4.22K | 0.07% | 216 |
|
2023
Q4 | $147K | Buy |
4,155
+156
| +4% | +$5.52K | 0.07% | 208 |
|
2023
Q3 | $155K | Buy |
3,999
+23
| +0.6% | +$891 | 0.09% | 187 |
|
2023
Q2 | $140K | Buy |
+3,976
| New | +$140K | 0.08% | 202 |
|
2022
Q4 | $178K | Buy |
5,094
+33
| +0.7% | +$1.15K | 0.12% | 153 |
|
2022
Q3 | $144K | Buy |
5,061
+32
| +0.6% | +$910 | 0.11% | 165 |
|
2022
Q2 | $143K | Buy |
5,029
+29
| +0.6% | +$825 | 0.1% | 187 |
|
2022
Q1 | $147K | Buy |
5,000
+61
| +1% | +$1.79K | 0.08% | 208 |
|
2021
Q4 | $132K | Buy |
+4,939
| New | +$132K | 0.07% | 232 |
|