Windsor Wealth Management’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $319K | Buy |
8,243
+3
| +0% | +$116 | 0.06% | 123 |
|
|
2023
Q2 | $291K | Buy |
8,240
+118
| +1% | +$4.17K | 0.05% | 130 |
|
|
2023
Q1 | $322K | Hold |
8,122
| – | – | 0.06% | 124 |
|
|
2022
Q4 | $280K | Hold |
8,122
| – | – | 0.06% | 128 |
|
|
2022
Q3 | $252K | Sell |
8,122
-13
| -0.2% | -$403 | 0.06% | 125 |
|
|
2022
Q2 | $217K | Sell |
8,135
-203
| -2% | -$5.42K | 0.06% | 145 |
|
|
2022
Q1 | $254K | Sell |
8,338
-53
| -0.6% | -$1.62K | 0.05% | 204 |
|
|
2021
Q4 | $240K | Hold |
8,391
| – | – | 0.04% | 213 |
|
|
2021
Q3 | $232K | Sell |
8,391
-26
| -0.3% | -$719 | 0.05% | 205 |
|
|
2021
Q2 | $222K | Hold |
8,417
| – | – | 0.05% | 202 |
|
|
2021
Q1 | $205K | Buy |
+8,417
| New | +$205K | 0.05% | 198 |
|
|
2020
Q2 | – | Sell |
-8,272
| Closed | -$202K | – | 188 |
|
|
2020
Q1 | $202K | Sell |
8,272
-181
| -2% | -$4.42K | 0.08% | 173 |
|
|
2019
Q4 | $319K | Sell |
8,453
-88
| -1% | -$3.32K | 0.12% | 153 |
|
|
2019
Q3 | $313K | Sell |
8,541
-2,859
| -25% | -$105K | 0.14% | 142 |
|
|
2019
Q2 | $472K | Buy |
+11,400
| New | +$472K | 0.21% | 119 |
|