Alera Investment Advisors’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 |
-3,571
| Closed | -$204K | – | 293 |
|
|
2024
Q2 | $204K | Buy |
+3,571
| New | +$204K | 0.02% | 257 |
|
|
2022
Q2 | – | Sell |
-2,943
| Closed | -$203K | – | 185 |
|
|
2022
Q1 | $203K | Buy |
+2,943
| New | +$203K | 0.05% | 174 |
|
|
2019
Q2 | – | Sell |
-708
| Closed | -$35K | – | 184 |
|
|
2019
Q1 | $35K | Buy |
708
+2
| +0.3% | +$99 | 0.02% | 203 |
|
|
2018
Q4 | $30K | Buy |
+706
| New | +$30K | 0.02% | 227 |
|