V Wealth Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $277K | Sell |
7,149
-8,880
| -55% | -$344K | 0.22% | 86 |
|
|
2023
Q2 | $566K | Sell |
16,029
-446
| -3% | -$15.7K | 0.09% | 184 |
|
|
2023
Q1 | $625K | Sell |
16,475
-183
| -1% | -$6.94K | 0.12% | 168 |
|
|
2022
Q4 | $582K | Sell |
16,658
-2,130
| -11% | -$74.4K | 0.12% | 169 |
|
|
2022
Q3 | $537K | Sell |
18,788
-190
| -1% | -$5.43K | 0.11% | 186 |
|
|
2022
Q2 | $538K | Buy |
18,978
+100
| +0.5% | +$2.84K | 0.1% | 210 |
|
|
2022
Q1 | $555K | Sell |
18,878
-443
| -2% | -$13K | 0.09% | 227 |
|
|
2021
Q4 | $515K | Buy |
19,321
+494
| +3% | +$13.2K | 0.08% | 248 |
|
|
2021
Q3 | $514K | Buy |
18,827
+1,916
| +11% | +$52.3K | 0.08% | 262 |
|
|
2021
Q2 | $450K | Buy |
16,911
+394
| +2% | +$10.5K | 0.07% | 296 |
|
|
2021
Q1 | $402K | Sell |
16,517
-368
| -2% | -$8.96K | 0.07% | 291 |
|
|
2020
Q4 | $346K | Buy |
+16,885
| New | +$346K | 0.07% | 286 |
|
|
2020
Q3 | – | Sell |
-13,649
| Closed | -$318K | – | 186 |
|
|
2020
Q2 | $318K | Sell |
13,649
-6,771
| -33% | -$158K | 0.08% | 258 |
|
|
2020
Q1 | $498K | Sell |
20,420
-1,717
| -8% | -$41.9K | 0.16% | 152 |
|
|
2019
Q4 | $841K | Hold |
22,137
| – | – | 0.3% | 88 |
|
|
2019
Q3 | $841K | Buy |
22,137
+1,252
| +6% | +$47.6K | 0.3% | 88 |
|
|
2019
Q2 | $850K | Sell |
20,885
-272
| -1% | -$11.1K | 0.32% | 84 |
|
|
2019
Q1 | $922K | Buy |
21,157
+725
| +4% | +$31.6K | 0.37% | 74 |
|
|
2018
Q4 | $788K | Buy |
20,432
+2,267
| +12% | +$87.4K | 0.4% | 67 |
|
|
2018
Q3 | $812K | Buy |
+18,165
| New | +$812K | 0.38% | 73 |
|
|
2018
Q2 | – | Sell |
-18,960
| Closed | -$700K | – | 214 |
|
|
2018
Q1 | $700K | Buy |
18,960
+78
| +0.4% | +$2.88K | 0.37% | 74 |
|
|
2017
Q4 | $727K | Sell |
18,882
-179
| -0.9% | -$6.89K | 0.37% | 70 |
|
|
2017
Q3 | $666K | Sell |
19,061
-579
| -3% | -$20.2K | 0.34% | 68 |
|
|
2017
Q2 | $601K | Sell |
19,640
-3,917
| -17% | -$120K | 0.28% | 79 |
|
|
2017
Q1 | $705K | Buy |
23,557
+4,209
| +22% | +$126K | 0.43% | 69 |
|
|
2016
Q4 | $625K | Sell |
19,348
-3,227
| -14% | -$104K | 0.46% | 69 |
|
|
2016
Q3 | $678K | Buy |
22,575
+343
| +2% | +$10.3K | 0.55% | 60 |
|
|
2016
Q2 | $669K | Buy |
22,232
+69
| +0.3% | +$2.08K | 0.55% | 63 |
|
|
2016
Q1 | $574K | Buy |
+22,163
| New | +$574K | 0.46% | 68 |
|