Financial Architects (New Jersey)’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-561
| Closed | -$25K | – | 907 |
|
|
2019
Q3 | $25K | Hold |
561
| – | – | 0.01% | 543 |
|
|
2019
Q2 | $29K | Hold |
561
| – | – | 0.01% | 537 |
|
|
2019
Q1 | $27K | Hold |
561
| – | – | ﹤0.01% | 700 |
|
|
2018
Q4 | $24K | Hold |
561
| – | – | ﹤0.01% | 674 |
|
|
2018
Q3 | $25K | Hold |
561
| – | – | ﹤0.01% | 741 |
|
|
2018
Q2 | $25K | Hold |
561
| – | – | ﹤0.01% | 746 |
|
|
2018
Q1 | $22K | Hold |
561
| – | – | ﹤0.01% | 750 |
|
|
2017
Q4 | $23K | Sell |
561
-2,289
| -80% | -$93.8K | ﹤0.01% | 817 |
|
|
2017
Q3 | $103K | Buy |
2,850
+1,056
| +59% | +$38.2K | 0.02% | 449 |
|
|
2017
Q2 | $57K | Buy |
1,794
+1,233
| +220% | +$39.2K | 0.01% | 549 |
|
|
2017
Q1 | $18K | Sell |
561
-1,457
| -72% | -$46.7K | ﹤0.01% | 867 |
|
|
2016
Q4 | $65K | Sell |
2,018
-4,204
| -68% | -$135K | 0.02% | 495 |
|
|
2016
Q3 | $192K | Sell |
6,222
-336
| -5% | -$10.4K | 0.05% | 260 |
|
|
2016
Q2 | $167K | Buy |
6,558
+5,717
| +680% | +$146K | 0.05% | 278 |
|
|
2016
Q1 | $19K | Buy |
+841
| New | +$19K | 0.01% | 580 |
|
|
2015
Q3 | – | Sell |
-841
| Closed | -$31K | – | 281 |
|
|
2015
Q2 | $31K | Buy |
841
+545
| +184% | +$20.1K | 0.01% | 518 |
|
|
2015
Q1 | $12K | Hold |
296
| – | – | ﹤0.01% | 665 |
|
|
2014
Q4 | $12K | Sell |
296
-479
| -62% | -$19.4K | 0.01% | 613 |
|
|
2014
Q3 | $23K | Buy |
775
+332
| +75% | +$9.85K | 0.01% | 446 |
|
|
2014
Q2 | $26K | Buy |
+443
| New | +$26K | 0.01% | 439 |
|
|
2013
Q4 | – | Sell |
-525
| Closed | -$30K | – | 195 |
|
|
2013
Q3 | $30K | Buy |
525
+82
| +19% | +$4.69K | 0.02% | 317 |
|
|
2013
Q2 | $21K | Buy |
+443
| New | +$21K | 0.02% | 353 |
|