Institute For Wealth Management, Llc. Bp PLC Transaction History

Institute For Wealth Management, Llc.

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 20, 2023	BUY	$33.78 - $41.02 $184,371 - $223,887	5,458 New	5,458 $207,000
Q4 2020 Feb 01, 2021	SELL	$14.9 - $22.41 $257,308 - $386,998	-17,269 Closed	0 $0
Q3 2020 Nov 03, 2020	BUY	$17.46 - $24.26 $17,983 - $24,987	1,030 Added 6.34%	17,269 $302,000
Q2 2020 Jul 30, 2020	BUY	$21.64 - $28.38 $38,562 - $50,573	1,782 Added 12.33%	16,239 $379,000
Q1 2020 Apr 29, 2020	SELL	$16.11 - $39.85 $1,466 - $3,626	-91 Reduced 0.63%	14,457 $353,000
Q4 2019 Feb 27, 2020	BUY	$36.37 - $39.83 $509,143 - $557,580	13,999 Added 2549.91%	14,548 $549,000
Q4 2019 Jan 27, 2020	SELL	$36.37 - $39.83 $569,081 - $623,220	-15,647 Reduced 96.61%	549 $549,000
Q3 2019 Oct 28, 2019	SELL	$36.05 - $42.08 $47,153 - $55,040	-1,308 Reduced 7.47%	16,196 $615,000
Q2 2019 Aug 02, 2019	BUY	$40.44 - $45.23 $50,469 - $56,447	1,248 Added 7.68%	17,504 $730,000
Q1 2019 May 15, 2019	BUY	$38.59 - $44.53 $30,833 - $35,579	799 Added 5.17%	16,256 $711,000
Q4 2018 Feb 08, 2019	BUY	$36.65 - $46.99 $566,499 - $726,324	15,457 New	15,457 $586,000
Q1 2018 May 15, 2018	SELL	$38.7 - $43.94 $243,461 - $276,426	-6,291 Closed	0 $0
Q4 2017 Feb 12, 2018	SELL	$38.26 - $42.03 $275,816 - $302,994	-7,209 Reduced 53.4%	6,291 $262,000
Q3 2017 Nov 14, 2017	SELL	$34.0 - $38.43 $247,146 - $279,347	-7,269 Reduced 35.0%	13,500 $519,000
Q2 2017 Aug 14, 2017	BUY	N/A	20,769	20,769 $718,000

1,237

266M

16.5M

11.7M

Ticker BP
Exchange OTC
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 3,064,499,968
Market Cap $95.2B
Description
BP p.l.c. engages in the energy business worldwide. It operates through Gas & Low Carbon Energy, Oil Production & Operations, Customers & Products, and Rosneft segments. It produces and trades in natural gas; offers biofuels; operates onshore and offshore wind power, and solar power generating facilities; and provides de-carbonizatio...

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