Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-103
Closed -$7K 786
2022
Q1
$7K Buy
+103
New +$6.26K ﹤0.01% 781
2021
Q4
Sell
-92
Closed -$4K 810
2021
Q3
$4K Buy
92
+8
+10% +$489 ﹤0.01% 856
2021
Q2
$5K Buy
+84
New +$5.55K ﹤0.01% 857
2021
Q1
Sell
-82
Closed -$5K 808
2020
Q4
$5K Hold
82
﹤0.01% 791
2020
Q3
$4K Buy
82
+6
+8% +$289 ﹤0.01% 786
2020
Q2
$3K Buy
76
+5
+7% +$196 ﹤0.01% 782
2020
Q1
$2K Buy
+71
New +$2.96K ﹤0.01% 772
2019
Q3
Sell
-71
Closed -$3.66M 751
2019
Q2
$3.66M Buy
71
+9
+15% +$435 0.05% 401
2019
Q1
$3.01M Sell
62
-14
-18% -$638 0.04% 416
2018
Q4
$3K Buy
+76
New +$3.18K ﹤0.01% 785
2018
Q3
Sell
-9,997
Closed -$446K 813
2018
Q2
$446K Buy
+9,997
New +$433K 0.01% 709

Other funds holding BHP