CapWealth Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,000
| Closed | -$248K | – | 102 |
|
|
2024
Q3 | $248K | Hold |
4,000
| – | – | 0.03% | 99 |
|
|
2024
Q2 | $228K | Buy |
+4,000
| New | +$228K | 0.03% | 90 |
|
|
2013
Q3 | – | Sell |
-509
| Closed | -$25K | – | 437 |
|
|
2013
Q2 | $25K | Buy |
+509
| New | +$25K | 0.01% | 207 |
|