Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-8,100
Closed -$514K 164
2023
Q1
$514K Hold
8,100
0.13% 110
2022
Q4
$503K Hold
8,100
0.14% 101
2022
Q3
$405K Hold
8,100
0.12% 116
2022
Q2
$455K Sell
8,100
-778
-9% -$48.3K 0.13% 119
2022
Q1
$546K Buy
8,878
+227
+3% +$13.8K 0.17% 103
2021
Q4
$466K Hold
8,651
0.13% 123
2021
Q3
$413K Buy
8,651
+385
+5% +$23.5K 0.13% 136
2021
Q2
$537K Hold
8,266
0.16% 109
2021
Q1
$512K Buy
8,266
+1,998
+32% +$129K 0.16% 107
2020
Q4
$365K Hold
6,268
0.12% 137
2020
Q3
$289K Sell
6,268
-3,258
-34% -$157K 0.13% 127
2020
Q2
$423K Sell
9,526
-6,437
-40% -$252K 0.2% 82
2020
Q1
$522K Buy
15,963
+2,028
+15% +$84.6K 0.33% 65
2019
Q4
$680K Buy
13,935
+1,737
+14% +$78.9K 0.35% 66
2019
Q3
$537K Buy
12,198
+147
+1% +$6.87K 0.32% 67
2019
Q2
$625K Sell
12,051
-2,392
-17% -$116K 0.39% 58
2019
Q1
$704K Buy
14,443
+166
+1% +$7.57K 0.45% 49
2018
Q4
$615K Hold
14,277
0.44% 45
2018
Q3
$635K Buy
14,277
+43
+0.3% +$1.86K 0.42% 45
2018
Q2
$635K Hold
14,234
0.46% 39
2018
Q1
$564K Buy
14,234
+41
+0.3% +$1.73K 0.53% 40
2017
Q4
$374K Hold
14,193
0.3% 51
2017
Q3
$326K Buy
14,193
+34
+0.2% +$1.24K 0.38% 50
2017
Q2
$294K Hold
14,159
0.26% 56
2017
Q1
$304K Buy
14,159
+1,604
+13% +$55.4K 0.28% 53
2016
Q4
$281K Buy
12,555
+2,242
+22% +$72.5K 0.25% 60
2016
Q3
$319K Hold
10,313
0.36% 48
2016
Q2
$263K Buy
+10,313
New +$257K 0.29% 49

Other funds holding BHP