Carson Wealth (CWM LLC)’s BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) BBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-198
| Closed | -$12K | – | 4034 |
|
|
2021
Q4 | $12K | Buy |
+198
| New | +$12K | ﹤0.01% | 2273 |
|
|
2021
Q2 | $3K | Hold |
53
| – | – | ﹤0.01% | 2579 |
|
|
2021
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 2579 |
|
|
2020
Q4 | $3K | Hold |
53
| – | – | ﹤0.01% | 2579 |
|
|
2020
Q3 | $3K | Hold |
53
| – | – | ﹤0.01% | 2579 |
|
|
2020
Q2 | $3K | Hold |
53
| – | – | ﹤0.01% | 2579 |
|
|
2020
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 2579 |
|
|
2019
Q4 | $3K | Hold |
53
| – | – | ﹤0.01% | 2579 |
|
|
2019
Q3 | $3K | Hold |
53
| – | – | ﹤0.01% | 2579 |
|
|
2019
Q2 | $3K | Hold |
53
| – | – | ﹤0.01% | 2579 |
|
|
2019
Q1 | $3K | Sell |
53
-509
| -91% | -$28.8K | ﹤0.01% | 2579 |
|
|
2018
Q4 | $24K | Buy |
562
+480
| +585% | +$20.5K | ﹤0.01% | 1086 |
|
|
2018
Q3 | $4K | Sell |
82
-23
| -22% | -$1.12K | ﹤0.01% | 1427 |
|
|
2018
Q2 | $5K | Buy |
105
+23
| +28% | +$1.1K | ﹤0.01% | 1218 |
|
|
2018
Q1 | $3K | Hold |
82
| – | – | ﹤0.01% | 1143 |
|
|
2017
Q4 | $3K | Buy |
+82
| New | +$3K | ﹤0.01% | 1243 |
|