Van Strum & Towne’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,929
| Closed | -$213K | – | 77 |
|
|
2017
Q2 | $213K | Sell |
6,929
-116
| -2% | -$3.57K | 0.14% | 75 |
|
|
2017
Q1 | $212K | Sell |
7,045
-126
| -2% | -$3.79K | 0.14% | 71 |
|
|
2016
Q4 | $230K | Sell |
7,171
-130
| -2% | -$4.17K | 0.14% | 68 |
|
|
2016
Q3 | $216K | Hold |
7,301
| – | – | 0.14% | 69 |
|
|
2016
Q2 | $218K | Buy |
+7,301
| New | +$218K | 0.14% | 67 |
|
|
2015
Q3 | – | Sell |
-7,509
| Closed | -$252K | – | 68 |
|
|
2015
Q2 | $252K | Sell |
7,509
-106
| -1% | -$3.56K | 0.16% | 62 |
|
|
2015
Q1 | $247K | Hold |
7,615
| – | – | 0.15% | 60 |
|
|
2014
Q4 | $241K | Sell |
7,615
-109
| -1% | -$3.45K | 0.15% | 62 |
|
|
2014
Q3 | $278K | Hold |
7,724
| – | – | 0.18% | 57 |
|
|
2014
Q2 | $333K | Sell |
7,724
-2,629
| -25% | -$113K | 0.22% | 53 |
|
|
2014
Q1 | $407K | Hold |
10,353
| – | – | 0.26% | 51 |
|
|
2013
Q4 | $412K | Sell |
10,353
-1,067
| -9% | -$42.5K | 0.27% | 49 |
|
|
2013
Q3 | $393K | Hold |
11,420
| – | – | 0.29% | 48 |
|
|
2013
Q2 | $390K | Buy |
+11,420
| New | +$390K | 0.3% | 46 |
|