Edge Wealth Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-7,354
| Closed | -$425K | – | 416 |
|
|
2014
Q2 | $425K | Hold |
7,354
| – | – | 0.18% | 69 |
|
|
2014
Q1 | $421K | Sell |
7,354
-1,380
| -16% | -$79K | 0.18% | 67 |
|
|
2013
Q4 | $503K | Buy |
8,734
+311
| +4% | +$17.9K | 0.23% | 50 |
|
|
2013
Q3 | $474K | Sell |
8,423
-85,341
| -91% | -$4.8M | 0.29% | 49 |
|
|
2013
Q2 | $4.58M | Buy |
+93,764
| New | +$4.58M | 3.06% | 13 |
|