Arete Wealth Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,296
| Closed | -$225K | – | 418 |
|
|
2023
Q4 | $225K | Buy |
+3,296
| New | +$225K | 0.02% | 637 |
|
|
2023
Q3 | – | Sell |
-3,477
| Closed | -$207K | – | 525 |
|
|
2023
Q2 | $207K | Sell |
3,477
-220
| -6% | -$13.1K | 0.02% | 586 |
|
|
2023
Q1 | $234K | Buy |
3,697
+232
| +7% | +$14.7K | 0.02% | 540 |
|
|
2022
Q4 | $215M | Buy |
+3,465
| New | +$215M | 0.02% | 541 |
|