BerganKDV 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
Q2 | – | Sell |
-403
| Closed | -$25.6K | – | 889 |
|
|
2023
Q1 | $25.6K | Buy |
+403
| New | +$25.6K | ﹤0.01% | 489 |
|
|
2022
Q3 | – | Sell |
-53
| Closed | -$3K | – | 970 |
|
|
2022
Q2 | $3K | Sell |
53
-6
| -10% | -$340 | ﹤0.01% | 755 |
|
|
2022
Q1 | $4K | Buy |
+59
| New | +$4K | ﹤0.01% | 745 |
|
|
2020
Q2 | – | Sell |
-96
| Closed | -$3K | – | 965 |
|
|
2020
Q1 | $3K | Hold |
96
| – | – | ﹤0.01% | 646 |
|
|
2019
Q4 | $5K | Hold |
96
| – | – | ﹤0.01% | 606 |
|
|
2019
Q3 | $4K | Hold |
96
| – | – | ﹤0.01% | 576 |
|
|
2019
Q2 | $5K | Hold |
96
| – | – | ﹤0.01% | 578 |
|
|
2019
Q1 | $5K | Hold |
96
| – | – | ﹤0.01% | 584 |
|
|
2018
Q4 | $4K | Buy |
+96
| New | +$4K | ﹤0.01% | 555 |
|