Baker Boyer National Bank’s BHP BHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-6,444
| Closed | -$234K | – | 39 |
|
2015
Q2 | $234K | Sell |
6,444
-4,203
| -39% | -$153K | 0.49% | 47 |
|
2015
Q1 | $418K | Sell |
10,647
-14,878
| -58% | -$584K | 0.85% | 35 |
|
2014
Q4 | $1.02M | Sell |
25,525
-1,578
| -6% | -$63.1K | 2% | 22 |
|
2014
Q3 | $1.35M | Sell |
27,103
-843
| -3% | -$42K | 2.64% | 17 |
|
2014
Q2 | $1.62M | Sell |
27,946
-2,492
| -8% | -$144K | 2.96% | 13 |
|
2014
Q1 | $1.74M | Buy |
30,438
+266
| +0.9% | +$15.2K | 3.41% | 11 |
|
2013
Q4 | $1.74M | Buy |
30,172
+2,129
| +8% | +$123K | 3.37% | 11 |
|
2013
Q3 | $1.58M | Sell |
28,043
-167
| -0.6% | -$9.39K | 3.48% | 13 |
|
2013
Q2 | $1.38M | Buy |
+28,210
| New | +$1.38M | 2.97% | 18 |
|