VA
Valmark Advisers’s BP BP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $224K | Sell |
7,490
-1,423
| -16% | -$42.6K | ﹤0.01% | 607 |
|
2025
Q1 | $301K | Sell |
8,913
-1,222
| -12% | -$41.3K | ﹤0.01% | 515 |
|
2024
Q4 | $300K | Buy |
+10,135
| New | +$300K | ﹤0.01% | 509 |
|
2019
Q4 | – | Sell |
-6,086
| Closed | -$231K | – | 237 |
|
2019
Q3 | $231K | Hold |
6,086
| – | – | 0.01% | 222 |
|
2019
Q2 | $254K | Buy |
+6,086
| New | +$254K | 0.01% | 197 |
|