Windsor Financial Group’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-112,933
| Closed | -$3.8M | – | 80 |
|
|
2015
Q2 | $3.8M | Buy |
112,933
+3,731
| +3% | +$125K | 1.64% | 32 |
|
|
2015
Q1 | $3.54M | Buy |
109,202
+16,670
| +18% | +$541K | 1.59% | 33 |
|
|
2014
Q4 | $2.93M | Sell |
92,532
-3,307
| -3% | -$105K | 1.39% | 36 |
|
|
2014
Q3 | $3.45M | Buy |
95,839
+2,765
| +3% | +$99.4K | 1.65% | 29 |
|
|
2014
Q2 | $4.02M | Buy |
93,074
+25,618
| +38% | +$1.11M | 1.96% | 22 |
|
|
2014
Q1 | $2.65M | Buy |
67,456
+2,847
| +4% | +$112K | 1.34% | 38 |
|
|
2013
Q4 | $2.57M | Buy |
64,609
+286
| +0.4% | +$11.4K | 1.42% | 40 |
|
|
2013
Q3 | $2.21M | Buy |
64,323
+2,040
| +3% | +$70.1K | 1.33% | 42 |
|
|
2013
Q2 | $2.13M | Buy |
+62,283
| New | +$2.13M | 1.35% | 41 |
|