WealthSource Partners’s BP BP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $668K | Buy |
18,877
+144
| +0.8% | +$5.1K | 0.04% | 260 |
|
|
2023
Q3 | $725K | Sell |
18,733
-795
| -4% | -$30.8K | 0.05% | 235 |
|
|
2023
Q2 | $689K | Sell |
19,528
-1,112
| -5% | -$39.2K | 0.05% | 252 |
|
|
2023
Q1 | $783K | Hold |
20,640
| – | – | 0.05% | 228 |
|
|
2022
Q4 | $721K | Sell |
20,640
-515
| -2% | -$18K | 0.05% | 241 |
|
|
2022
Q3 | $604K | Buy |
+21,155
| New | +$604K | 0.04% | 266 |
|
|
2020
Q1 | – | Sell |
-6,770
| Closed | -$255K | – | 349 |
|
|
2019
Q4 | $255K | Buy |
6,770
+233
| +4% | +$8.78K | 0.03% | 341 |
|
|
2019
Q3 | $248K | Sell |
6,537
-1,493
| -19% | -$56.6K | 0.04% | 360 |
|
|
2019
Q2 | $329K | Buy |
+8,030
| New | +$329K | 0.05% | 314 |
|
|
2016
Q3 | – | Sell |
-9,381
| Closed | -$280K | – | 264 |
|
|
2016
Q2 | $280K | Buy |
+9,381
| New | +$280K | 0.1% | 183 |
|