Advance Capital I’s BHP BHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-21,879
| Closed | -$860K | – | 205 |
|
2015
Q1 | $860K | Buy |
21,879
+1,183
| +6% | +$46.5K | 0.53% | 101 |
|
2014
Q4 | $828K | Sell |
20,696
-8,989
| -30% | -$360K | 0.44% | 138 |
|
2014
Q3 | $1.48M | Hold |
29,685
| – | – | 0.72% | 81 |
|
2014
Q2 | $1.72M | Buy |
+29,685
| New | +$1.72M | 0.81% | 30 |
|