WealthTrust Fairport’s BP BP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-36
| Closed | -$1K | – | 438 |
|
2018
Q4 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 392 |
|
2015
Q1 | – | Sell |
-4,718
| Closed | -$149K | – | 171 |
|
2014
Q4 | $149K | Buy |
+4,718
| New | +$149K | 0.02% | 122 |
|
2014
Q2 | – | Sell |
-1,345
| Closed | -$53K | – | 356 |
|
2014
Q1 | $53K | Hold |
1,345
| – | – | 0.01% | 150 |
|
2013
Q4 | $53K | Sell |
1,345
-297
| -18% | -$11.7K | 0.01% | 138 |
|
2013
Q3 | $56K | Sell |
1,642
-700
| -30% | -$23.9K | 0.01% | 156 |
|
2013
Q2 | $80K | Buy |
+2,342
| New | +$80K | 0.01% | 146 |
|