VFAM
Valley Forge Asset Management’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q1 | – | Sell |
-302,160
| Closed | -$14.7M | – | 86 |
|
|
2013
Q4 | $14.7M | Sell |
302,160
-160,065
| -35% | -$7.78M | 1.42% | 32 |
|
|
2013
Q3 | $19.4M | Buy |
462,225
+10,325
| +2% | +$434K | 1.29% | 37 |
|
|
2013
Q2 | $18.9M | Buy |
+451,900
| New | +$18.9M | 1.23% | 39 |
|