B. Riley 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
Q4 | – | Sell |
-3,571
| Closed | -$222K | – | 1152 |
|
2024
Q3 | $222K | Sell |
3,571
-255
| -7% | -$15.9K | 0.01% | 1093 |
|
2024
Q2 | $218K | Sell |
3,826
-1,294
| -25% | -$73.9K | 0.01% | 1186 |
|
2024
Q1 | $291K | Buy |
5,120
+1,616
| +46% | +$91.9K | 0.01% | 1049 |
|
2023
Q4 | $239K | Sell |
3,504
-1,616
| -32% | -$110K | 0.01% | 1161 |
|
2023
Q3 | $291K | Sell |
5,120
-13,603
| -73% | -$774K | 0.01% | 1049 |
|
2023
Q2 | $1.12M | Buy |
18,723
+6,915
| +59% | +$413K | 0.03% | 527 |
|
2023
Q1 | $749K | Buy |
11,808
+7,736
| +190% | +$491K | 0.02% | 643 |
|
2022
Q4 | $253K | Sell |
4,072
-19,757
| -83% | -$1.23M | 0.01% | 1129 |
|
2022
Q3 | $1.19M | Buy |
23,829
+11,176
| +88% | +$560K | 0.04% | 449 |
|
2022
Q2 | $711K | Sell |
12,653
-2,440
| -16% | -$137K | 0.03% | 518 |
|
2022
Q1 | $1.04M | Buy |
15,093
+3,575
| +31% | +$247K | 0.03% | 477 |
|
2021
Q4 | $621K | Buy |
11,518
+3,443
| +43% | +$186K | 0.02% | 712 |
|
2021
Q3 | $386K | Buy |
+8,075
| New | +$386K | 0.01% | 910 |
|
2015
Q2 | – | Sell |
-7,492
| Closed | -$294K | – | 542 |
|
2015
Q1 | $294K | Buy |
7,492
+6,333
| +546% | +$249K | 0.07% | 360 |
|
2014
Q4 | $46 | Buy |
+1,159
| New | +$46 | ﹤0.01% | 2130 |
|
2014
Q3 | – | Sell |
-1,739
| Closed | -$101K | – | 771 |
|
2014
Q2 | $101K | Buy |
+1,739
| New | +$101K | 0.02% | 724 |
|