WR Wealth Planners’s BP BP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $38.5K | Sell |
1,302
-110
| -8% | -$3.25K | 0.01% | 347 |
|
|
2024
Q3 | $44.3K | Sell |
1,412
-251
| -15% | -$7.88K | 0.01% | 348 |
|
|
2024
Q2 | $60.1K | Buy |
1,663
+1
| +0.1% | +$36 | 0.02% | 308 |
|
|
2024
Q1 | $62.6K | Buy |
+1,662
| New | +$62.6K | 0.02% | 305 |
|
|
2023
Q4 | – | Sell |
-1,178
| Closed | -$45.6K | – | 256 |
|
|
2023
Q3 | $45.6K | Hold |
1,178
| – | – | 0.02% | 328 |
|
|
2023
Q2 | $41.6K | Buy |
1,178
+2
| +0.2% | +$71 | 0.02% | 341 |
|
|
2023
Q1 | $44.6K | Buy |
1,176
+1,047
| +812% | +$39.7K | 0.02% | 335 |
|
|
2022
Q4 | $4.49K | Buy |
129
+2
| +2% | +$70 | ﹤0.01% | 338 |
|
|
2022
Q3 | $3.63K | Sell |
127
-530
| -81% | -$15.2K | ﹤0.01% | 344 |
|
|
2022
Q2 | $18.6K | Buy |
657
+1
| +0.2% | +$28 | 0.01% | 234 |
|
|
2022
Q1 | $19.3K | Buy |
+656
| New | +$19.3K | 0.01% | 233 |
|