Financial Architects (New Jersey)’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-561
| Closed | -$25K | – | 909 |
|
|
2019
Q3 | $25K | Hold |
561
| – | – | 0.01% | 553 |
|
|
2019
Q2 | $29K | Hold |
561
| – | – | 0.01% | 620 |
|
|
2019
Q1 | $27K | Hold |
561
| – | – | ﹤0.01% | 793 |
|
|
2018
Q4 | $24K | Hold |
561
| – | – | ﹤0.01% | 752 |
|
|
2018
Q3 | $25K | Hold |
561
| – | – | ﹤0.01% | 861 |
|
|
2018
Q2 | $25K | Hold |
561
| – | – | ﹤0.01% | 746 |
|
|
2018
Q1 | $22K | Hold |
561
| – | – | ﹤0.01% | 855 |
|
|
2017
Q4 | $23K | Sell |
561
-2,289
| -80% | -$86.2K | ﹤0.01% | 932 |
|
|
2017
Q3 | $103K | Buy |
2,850
+1,056
| +59% | +$38.6K | 0.02% | 494 |
|
|
2017
Q2 | $57K | Buy |
1,794
+1,233
| +220% | +$39.1K | 0.01% | 628 |
|
|
2017
Q1 | $18K | Sell |
561
-1,457
| -72% | -$50.3K | ﹤0.01% | 963 |
|
|
2016
Q4 | $65K | Sell |
2,018
-4,204
| -68% | -$136K | 0.02% | 498 |
|
|
2016
Q3 | $192K | Sell |
6,222
-336
| -5% | -$9.22K | 0.05% | 262 |
|
|
2016
Q2 | $167K | Buy |
6,558
+5,717
| +680% | +$142K | 0.05% | 278 |
|
|
2016
Q1 | $19K | Buy |
+841
| New | +$17.8K | 0.01% | 592 |
|
|
2015
Q3 | – | Sell |
-841
| Closed | -$31K | – | 287 |
|
|
2015
Q2 | $31K | Buy |
841
+545
| +184% | +$22K | 0.01% | 530 |
|
|
2015
Q1 | $12K | Hold |
296
| – | – | ﹤0.01% | 671 |
|
|
2014
Q4 | $12K | Sell |
296
-479
| -62% | -$22.1K | 0.01% | 618 |
|
|
2014
Q3 | $23K | Buy |
775
+332
| +75% | +$19.3K | 0.01% | 448 |
|
|
2014
Q2 | $26K | Buy |
+443
| New | +$26K | 0.01% | 441 |
|
|
2013
Q4 | – | Sell |
-525
| Closed | -$30K | – | 195 |
|
|
2013
Q3 | $30K | Buy |
525
+82
| +19% | +$4.46K | 0.02% | 317 |
|
|
2013
Q2 | $21K | Buy |
+443
| New | +$24.6K | 0.02% | 353 |
|
Other funds holding BHP
PPA
