Alaethes Wealth’s BHP BHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-21,752
| Closed | -$1.24M | – | 114 |
|
2024
Q2 | $1.24M | Buy |
21,752
+848
| +4% | +$48.4K | 0.51% | 76 |
|
2024
Q1 | $1.21M | Buy |
20,904
+578
| +3% | +$33.3K | 0.53% | 77 |
|
2023
Q4 | $1.39M | Buy |
20,326
+422
| +2% | +$28.8K | 0.66% | 63 |
|
2023
Q3 | $1.13M | Buy |
19,904
+1,454
| +8% | +$82.7K | 0.62% | 67 |
|
2023
Q2 | $1.1M | Buy |
18,450
+671
| +4% | +$40K | 0.6% | 68 |
|
2023
Q1 | $1.13M | Buy |
17,779
+489
| +3% | +$31K | 0.66% | 65 |
|
2022
Q4 | $1.07M | Sell |
17,290
-2,730
| -14% | -$169K | 0.74% | 61 |
|
2022
Q3 | $1M | Buy |
20,020
+1,461
| +8% | +$73.1K | 0.74% | 55 |
|
2022
Q2 | $1.04M | Sell |
18,559
-2,100
| -10% | -$118K | 0.77% | 54 |
|
2022
Q1 | $1.42M | Buy |
20,659
+15,180
| +277% | +$1.05M | 0.91% | 33 |
|
2021
Q4 | $295K | Buy |
5,479
+5,367
| +4,792% | +$289K | 0.19% | 86 |
|
2021
Q3 | $5K | Hold |
112
| – | – | ﹤0.01% | 219 |
|
2021
Q2 | $7K | Buy |
+112
| New | +$7K | 0.01% | 204 |
|