Berman Capital Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $45K | Sell |
949
-55
| -5% | -$2.61K | 0.01% | 716 |
|
2021
Q2 | $65K | Buy |
1,004
+55
| +6% | +$3.56K | 0.01% | 491 |
|
2021
Q1 | $58K | Buy |
949
+57
| +6% | +$3.48K | 0.01% | 427 |
|
2020
Q4 | $52K | Sell |
892
-124
| -12% | -$7.23K | 0.01% | 403 |
|
2020
Q3 | $46K | Buy |
1,016
+125
| +14% | +$5.66K | 0.01% | 362 |
|
2020
Q2 | $39K | Buy |
891
+622
| +231% | +$27.2K | 0.01% | 377 |
|
2020
Q1 | $8K | Sell |
269
-242
| -47% | -$7.2K | ﹤0.01% | 717 |
|
2019
Q4 | $24K | Sell |
511
-80
| -14% | -$3.76K | 0.01% | 476 |
|
2019
Q3 | $26K | Buy |
591
+5
| +0.9% | +$220 | 0.01% | 429 |
|
2019
Q2 | $30K | Buy |
586
+169
| +41% | +$8.65K | 0.01% | 405 |
|
2019
Q1 | $20K | Sell |
417
-387
| -48% | -$18.6K | 0.01% | 448 |
|
2018
Q4 | $33K | Buy |
+804
| New | +$33K | 0.01% | 295 |
|