Winslow Evans & Crocker’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $99K | Buy |
4,832
+1,035
| +27% | +$21.2K | 0.02% | 438 |
|
|
2020
Q3 | $66K | Buy |
3,797
+336
| +10% | +$5.84K | 0.02% | 418 |
|
|
2020
Q2 | $80K | Sell |
3,461
-1
| -0% | -$23 | 0.02% | 391 |
|
|
2020
Q1 | $86K | Buy |
3,462
+352
| +11% | +$8.74K | 0.03% | 347 |
|
|
2019
Q4 | $120K | Hold |
3,110
| – | – | 0.03% | 371 |
|
|
2019
Q3 | $120K | Sell |
3,110
-2,613
| -46% | -$101K | 0.03% | 358 |
|
|
2019
Q2 | $236K | Sell |
5,723
-683
| -11% | -$28.2K | 0.07% | 267 |
|
|
2019
Q1 | $278K | Buy |
6,406
+599
| +10% | +$26K | 0.08% | 245 |
|
|
2018
Q4 | $216K | Sell |
5,807
-88
| -1% | -$3.27K | 0.07% | 253 |
|
|
2018
Q3 | $262K | Sell |
5,895
-85
| -1% | -$3.78K | 0.08% | 233 |
|
|
2018
Q2 | $258K | Sell |
5,980
-77
| -1% | -$3.32K | 0.08% | 224 |
|
|
2018
Q1 | $228K | Sell |
6,057
-185
| -3% | -$6.97K | 0.07% | 231 |
|
|
2017
Q4 | $240K | Sell |
6,242
-94
| -1% | -$3.62K | 0.08% | 234 |
|
|
2017
Q3 | $220K | Sell |
6,336
-566
| -8% | -$19.6K | 0.07% | 237 |
|
|
2017
Q2 | $212K | Buy |
6,902
+244
| +4% | +$7.5K | 0.06% | 303 |
|
|
2017
Q1 | $200K | Sell |
6,658
-115
| -2% | -$3.46K | 0.06% | 295 |
|
|
2016
Q4 | $217K | Sell |
6,773
-120
| -2% | -$3.84K | 0.07% | 280 |
|
|
2016
Q3 | $204K | Sell |
6,893
-24
| -0.3% | -$710 | 0.06% | 298 |
|
|
2016
Q2 | $207K | Sell |
6,917
-227
| -3% | -$6.78K | 0.06% | 276 |
|
|
2016
Q1 | $181K | Buy |
7,144
+4
| +0.1% | +$102 | 0.05% | 286 |
|
|
2015
Q4 | $188K | Buy |
7,140
+270
| +4% | +$7.1K | 0.05% | 302 |
|
|
2015
Q3 | $177K | Buy |
6,870
+3
| +0% | +$77 | 0.06% | 294 |
|
|
2015
Q2 | $231K | Buy |
6,867
+508
| +8% | +$17.1K | 0.07% | 283 |
|
|
2015
Q1 | $206K | Buy |
6,359
+1,721
| +37% | +$55.8K | 0.06% | 291 |
|
|
2014
Q4 | $147K | Sell |
4,638
-1,700
| -27% | -$53.7K | 0.04% | 339 |
|
|
2014
Q3 | $228K | Buy |
6,338
+1,159
| +22% | +$41.7K | 0.07% | 289 |
|
|
2014
Q2 | $223K | Hold |
5,179
| – | – | 0.07% | 245 |
|
|
2014
Q1 | $204K | Sell |
5,179
-74
| -1% | -$2.91K | 0.07% | 262 |
|
|
2013
Q4 | $209K | Buy |
+5,253
| New | +$209K | 0.07% | 276 |
|