WFG Advisors’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.04M | Buy |
66,416
+1,978
| +3% | +$60.8K | 0.46% | 52 |
|
|
2017
Q1 | $1.94M | Sell |
64,438
-5,422
| -8% | -$163K | 0.52% | 43 |
|
|
2016
Q4 | $2.24M | Sell |
69,860
-56
| -0.1% | -$1.79K | 0.55% | 36 |
|
|
2016
Q3 | $2.07M | Sell |
69,916
-278
| -0.4% | -$8.22K | 0.51% | 43 |
|
|
2016
Q2 | $2.1M | Buy |
70,194
+12,010
| +21% | +$359K | 0.56% | 37 |
|
|
2016
Q1 | $1.48M | Buy |
58,184
+446
| +0.8% | +$11.3K | 0.43% | 53 |
|
|
2015
Q4 | $1.52M | Buy |
57,738
+26,293
| +84% | +$692K | 0.45% | 47 |
|
|
2015
Q3 | $809K | Buy |
31,445
+1,579
| +5% | +$40.6K | 0.25% | 90 |
|
|
2015
Q2 | $1M | Buy |
29,866
+3,914
| +15% | +$132K | 0.28% | 79 |
|
|
2015
Q1 | $842K | Sell |
25,952
-14,146
| -35% | -$459K | 0.23% | 97 |
|
|
2014
Q4 | $1.27M | Sell |
40,098
-224
| -0.6% | -$7.08K | 0.26% | 81 |
|
|
2014
Q3 | $1.45M | Sell |
40,322
-7,357
| -15% | -$265K | 0.28% | 76 |
|
|
2014
Q2 | $2.06M | Buy |
47,679
+387
| +0.8% | +$16.7K | 0.38% | 48 |
|
|
2014
Q1 | $1.86M | Sell |
47,292
-10,439
| -18% | -$411K | 0.37% | 41 |
|
|
2013
Q4 | $2.3M | Sell |
57,731
-2,631
| -4% | -$105K | 0.33% | 57 |
|
|
2013
Q3 | $2.08M | Buy |
60,362
+14,712
| +32% | +$506K | 0.32% | 64 |
|
|
2013
Q2 | $1.56M | Buy |
+45,650
| New | +$1.56M | 0.26% | 92 |
|