XCEL WEALTH MANAGEMENT, LLC – BP p.l.c. Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$396,000
portfolio value
XCEL WEALTH MANAGEMENT, LLC quarter portfolio value change:
+0.71%
quarter
BP p.l.c. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.95% | -1.19K shares | -31K | $28.55 | 13.85K |
| Q2 2022 | share | Increase | +0.03% | 5 shares | -15K | $28.35 | 15.05K |
| Q1 2022 | share | Decrease | -8.50% | -1.39K shares | 4K | $29.4 | 15.04K |
| Q4 2021 | share | Decrease | -41.97% | -11.89K shares | -337K | $26.69 | 16.44K |
| Q3 2021 | share | Increase | +9.26% | 2.40K shares | 90K | $27.01 | 28.33K |
| Q2 2021 | share | Increase | +60.20% | 9.74K shares | 291K | $25.78 | 25.93K |
| Q1 2021 | share | Decrease | -19.80% | -3.99K shares | -20K | $23.48 | 16.19K |
| Q4 2020 | share | Decrease | -52.83% | -22.61K shares | -333K | $19.51 | 20.18K |
| Q3 2020 | share | Decrease | -47.08% | -38.08K shares | -1.13M | $16.28 | 42.8K |
| Q2 2020 | share | Decrease | -21.75% | -22.48K shares | -635K | $21.46 | 80.88K |
| Q1 2020 | share | Decrease | -23.86% | -32.38K shares | -2.60M | $21.87 | 103.36K |
| Q4 2019 | share | Increase | +5.67% | 7.27K shares | 243K | $33.26 | 135.74K |
| Q3 2019 | share | Increase | +46.39% | 40.70K shares | 1.22M | $32.96 | 128.47K |
| Q2 2019 | share | Increase | +9.04% | 7.27K shares | 141K | $35.59 | 87.76K |
| Q1 2019 | share | Increase | +9.77% | 7.16K shares | 738K | $36.77 | 80.48K |
| Q4 2018 | share | Increase | 0.00% | 73.32K shares | 2.78M | $31.43 | 73.32K |