Wealthspire Advisors (Maryland)’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,518
| Closed | -$321K | – | 437 |
|
|
2019
Q4 | $321K | Sell |
8,518
-1,805
| -17% | -$68K | 0.02% | 361 |
|
|
2019
Q3 | $392K | Buy |
10,323
+2,546
| +33% | +$96.7K | 0.03% | 296 |
|
|
2019
Q2 | $319K | Sell |
7,777
-687
| -8% | -$28.2K | 0.02% | 337 |
|
|
2019
Q1 | $364K | Sell |
8,464
-874
| -9% | -$37.6K | 0.03% | 313 |
|
|
2018
Q4 | $343K | Buy |
9,338
+899
| +11% | +$33K | 0.03% | 293 |
|
|
2018
Q3 | $371K | Sell |
8,439
-379
| -4% | -$16.7K | 0.03% | 306 |
|
|
2018
Q2 | $379K | Sell |
8,818
-1,543
| -15% | -$66.3K | 0.03% | 299 |
|
|
2018
Q1 | $390K | Sell |
10,361
-1,194
| -10% | -$44.9K | 0.04% | 298 |
|
|
2017
Q4 | $445K | Sell |
11,555
-768
| -6% | -$29.6K | 0.04% | 283 |
|
|
2017
Q3 | $427K | Buy |
12,323
+1,034
| +9% | +$35.8K | 0.05% | 267 |
|
|
2017
Q2 | $347K | Buy |
11,289
+5,460
| +94% | +$168K | 0.04% | 314 |
|
|
2017
Q1 | $175K | Buy |
5,829
+1,336
| +30% | +$40.1K | 0.02% | 435 |
|
|
2016
Q4 | $144K | Buy |
4,493
+440
| +11% | +$14.1K | 0.02% | 470 |
|
|
2016
Q3 | $120K | Sell |
4,053
-1,160
| -22% | -$34.3K | 0.02% | 521 |
|
|
2016
Q2 | $156K | Sell |
5,213
-1,197
| -19% | -$35.8K | 0.03% | 431 |
|
|
2016
Q1 | $163K | Buy |
6,410
+2,631
| +70% | +$66.9K | 0.03% | 408 |
|
|
2015
Q4 | $99K | Buy |
+3,779
| New | +$99K | 0.02% | 523 |
|