Valeo Financial Advisors’s BP Prudhoe Bay Royalty Trust BPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-32
| Closed | – | – | 1549 |
|
|
2019
Q2 | $0 | Hold |
32
| – | – | ﹤0.01% | 1553 |
|
|
2019
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 1423 |
|
|
2018
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 1357 |
|
|
2018
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 1580 |
|
|
2018
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 1423 |
|
|
2018
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 1404 |
|
|
2017
Q4 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 1251 |
|