Brandywine Oak Private Wealth’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,819
| Closed | -$263K | – | 320 |
|
|
2022
Q1 | $263K | Buy |
3,819
+74
| +2% | +$5.1K | 0.03% | 286 |
|
|
2021
Q4 | $201K | Buy |
+3,745
| New | +$201K | 0.02% | 340 |
|
|
2021
Q3 | – | Sell |
-3,149
| Closed | -$204K | – | 338 |
|
|
2021
Q2 | $204K | Sell |
3,149
-405
| -11% | -$26.2K | 0.02% | 333 |
|
|
2021
Q1 | $219K | Buy |
+3,554
| New | +$219K | 0.03% | 263 |
|
|
2019
Q4 | – | Sell |
-9,505
| Closed | -$418K | – | 239 |
|
|
2019
Q3 | $418K | Sell |
9,505
-593
| -6% | -$26.1K | 0.08% | 124 |
|
|
2019
Q2 | $523K | Sell |
10,098
-257
| -2% | -$13.3K | 0.1% | 103 |
|
|
2019
Q1 | $504K | Sell |
10,355
-671
| -6% | -$32.7K | 0.11% | 100 |
|
|
2018
Q4 | $474K | Buy |
+11,026
| New | +$474K | 0.11% | 101 |
|