Wealthstreet Investment Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,909
| Closed | -$217K | – | 116 |
|
|
2021
Q1 | $217K | Sell |
8,909
-1,170
| -12% | -$28.5K | 0.02% | 342 |
|
|
2020
Q4 | $207K | Sell |
10,079
-1,160
| -10% | -$23.8K | 0.02% | 338 |
|
|
2020
Q3 | $196K | Sell |
11,239
-1,250
| -10% | -$21.8K | 0.02% | 323 |
|
|
2020
Q2 | $291K | Buy |
12,489
+520
| +4% | +$12.1K | 0.04% | 276 |
|
|
2020
Q1 | $292K | Sell |
11,969
-7,432
| -38% | -$181K | 0.04% | 247 |
|
|
2019
Q4 | $732K | Sell |
19,401
-450
| -2% | -$17K | 0.09% | 189 |
|
|
2019
Q3 | $753K | Sell |
19,851
-3,385
| -15% | -$128K | 0.1% | 171 |
|
|
2019
Q2 | $953K | Sell |
23,236
-585
| -2% | -$24K | 0.12% | 151 |
|
|
2019
Q1 | $1.02M | Sell |
23,821
-1,381
| -5% | -$59.4K | 0.14% | 141 |
|
|
2018
Q4 | $967K | Sell |
25,202
-4,581
| -15% | -$176K | 0.14% | 140 |
|
|
2018
Q3 | $1.31M | Sell |
29,783
-801
| -3% | -$35.3K | 0.16% | 131 |
|
|
2018
Q2 | $1.31M | Sell |
30,584
-611
| -2% | -$26.3K | 0.17% | 127 |
|
|
2018
Q1 | $1.18M | Sell |
31,195
-361
| -1% | -$13.6K | 0.15% | 141 |
|
|
2017
Q4 | $1.21M | Buy |
+31,556
| New | +$1.21M | 0.15% | 142 |
|