Baystate Wealth Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $67.3K | Buy |
984
+13
| +1% | +$889 | ﹤0.01% | 332 |
|
|
2023
Q3 | $55.3K | Hold |
971
| – | – | ﹤0.01% | 328 |
|
|
2023
Q2 | $58K | Sell |
971
-44
| -4% | -$2.63K | ﹤0.01% | 317 |
|
|
2023
Q1 | $64.4K | Hold |
1,015
| – | – | 0.01% | 306 |
|
|
2022
Q4 | $63K | Hold |
1,015
| – | – | 0.01% | 305 |
|
|
2022
Q3 | $51K | Buy |
1,015
+31
| +3% | +$1.56K | 0.01% | 302 |
|
|
2022
Q2 | $55K | Sell |
984
-119
| -11% | -$6.65K | 0.01% | 311 |
|
|
2022
Q1 | $76K | Sell |
1,103
-307
| -22% | -$21.2K | 0.01% | 274 |
|
|
2021
Q4 | $76K | Buy |
1,410
+56
| +4% | +$3.02K | 0.01% | 272 |
|
|
2021
Q3 | $65K | Buy |
1,354
+49
| +4% | +$2.35K | 0.01% | 262 |
|
|
2021
Q2 | $85K | Hold |
1,305
| – | – | 0.01% | 226 |
|
|
2021
Q1 | $81K | Buy |
1,305
+32
| +3% | +$1.99K | 0.01% | 215 |
|
|
2020
Q4 | $74K | Sell |
1,273
-2
| -0.2% | -$116 | 0.01% | 207 |
|
|
2020
Q3 | $59K | Buy |
1,275
+15
| +1% | +$694 | 0.01% | 203 |
|
|
2020
Q2 | $56K | Hold |
1,260
| – | – | 0.01% | 215 |
|
|
2020
Q1 | $41K | Buy |
1,260
+21
| +2% | +$683 | 0.01% | 207 |
|
|
2019
Q4 | $60K | Hold |
1,239
| – | – | 0.01% | 207 |
|
|
2019
Q3 | $55K | Buy |
1,239
+19
| +2% | +$843 | 0.01% | 195 |
|
|
2019
Q2 | $64K | Sell |
1,220
-609
| -33% | -$31.9K | 0.01% | 188 |
|
|
2019
Q1 | $87K | Buy |
1,829
+105
| +6% | +$5K | 0.01% | 158 |
|
|
2018
Q4 | $74K | Hold |
1,724
| – | – | 0.01% | 164 |
|
|
2018
Q3 | $73K | Buy |
1,724
+42
| +2% | +$1.78K | 0.01% | 157 |
|
|
2018
Q2 | $73K | Hold |
1,682
| – | – | 0.01% | 155 |
|
|
2018
Q1 | $71K | Hold |
1,682
| – | – | 0.01% | 159 |
|
|
2017
Q4 | $74K | Hold |
1,682
| – | – | 0.01% | 163 |
|
|
2017
Q3 | $62K | Hold |
1,682
| – | – | 0.01% | 163 |
|
|
2017
Q2 | $59K | Hold |
1,682
| – | – | 0.01% | 167 |
|
|
2017
Q1 | $55K | Hold |
1,682
| – | – | 0.01% | 171 |
|
|
2016
Q4 | $56K | Buy |
+1,682
| New | +$56K | 0.01% | 145 |
|
|
2013
Q3 | – | Sell |
-1,774
| Closed | -$86K | – | 45 |
|
|
2013
Q2 | $86K | Buy |
+1,774
| New | +$86K | 0.04% | 62 |
|