Wealth Advisors of Iowa’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-13,841
| Closed | -$407K | – | 58 |
|
|
2022
Q2 | $407K | Hold |
13,841
| – | – | 0.07% | 60 |
|
|
2022
Q1 | $407K | Buy |
13,841
+5,450
| +65% | +$160K | 0.2% | 39 |
|
|
2021
Q4 | $223K | Sell |
8,391
-2,628
| -24% | -$69.8K | 0.12% | 55 |
|
|
2021
Q3 | $301K | Buy |
11,019
+1,803
| +20% | +$49.3K | 0.16% | 44 |
|
|
2021
Q2 | $244K | Buy |
9,216
+202
| +2% | +$5.35K | 0.13% | 45 |
|
|
2021
Q1 | $219K | Buy |
+9,014
| New | +$219K | 0.12% | 49 |
|