Westover Capital Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,400
| Closed | -$232K | – | 240 |
|
|
2024
Q3 | $232K | Hold |
7,400
| – | – | 0.04% | 223 |
|
|
2024
Q2 | $267K | Buy |
+7,400
| New | +$267K | 0.07% | 184 |
|
|
2023
Q4 | – | Sell |
-6,172
| Closed | -$239K | – | 175 |
|
|
2023
Q3 | $239K | Sell |
6,172
-560
| -8% | -$21.7K | 0.09% | 158 |
|
|
2023
Q2 | $238K | Sell |
6,732
-1,613
| -19% | -$56.9K | 0.08% | 159 |
|
|
2023
Q1 | $317K | Hold |
8,345
| – | – | 0.12% | 128 |
|
|
2022
Q4 | $291K | Buy |
+8,345
| New | +$291K | 0.12% | 123 |
|
|
2021
Q3 | – | Sell |
-9,428
| Closed | -$249K | – | 173 |
|
|
2021
Q2 | $249K | Buy |
+9,428
| New | +$249K | 0.08% | 159 |
|
|
2020
Q2 | – | Sell |
-14,107
| Closed | -$344K | – | 111 |
|
|
2020
Q1 | $344K | Buy |
+14,107
| New | +$344K | 0.19% | 86 |
|
|
2019
Q4 | – | Sell |
-6,110
| Closed | -$232K | – | 144 |
|
|
2019
Q3 | $232K | Sell |
6,110
-41,258
| -87% | -$1.57M | 0.11% | 125 |
|
|
2019
Q2 | $1.94M | Buy |
47,368
+5,791
| +14% | +$237K | 0.96% | 38 |
|
|
2019
Q1 | $1.79M | Buy |
41,577
+8,352
| +25% | +$359K | 0.93% | 40 |
|
|
2018
Q4 | $1.22M | Sell |
33,225
-103
| -0.3% | -$3.79K | 0.76% | 45 |
|
|
2018
Q3 | $1.47M | Buy |
+33,328
| New | +$1.47M | 0.74% | 46 |
|