FinTrust Capital Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $60.2K | Buy |
969
+25
| +3% | +$1.38K | 0.01% | 527 |
|
|
2024
Q2 | $53.9K | Buy |
944
+345
| +58% | +$20K | 0.01% | 518 |
|
|
2024
Q1 | $34.5K | Sell |
599
-339
| -36% | -$20.3K | 0.01% | 635 |
|
|
2023
Q4 | $64.1K | Sell |
938
-141
| -13% | -$8.51K | 0.01% | 435 |
|
|
2023
Q3 | $61.4K | Buy |
1,079
+422
| +64% | +$24.7K | 0.01% | 417 |
|
|
2023
Q2 | $40.7K | Hold |
657
| – | – | 0.01% | 482 |
|
|
2023
Q1 | $40.7K | Hold |
657
| – | – | 0.01% | 480 |
|
|
2022
Q4 | $40.7K | Buy |
657
+140
| +27% | +$7.87K | 0.01% | 480 |
|
|
2022
Q3 | $25K | Sell |
517
-93
| -15% | -$4.92K | 0.01% | 670 |
|
|
2022
Q2 | $31K | Buy |
610
+284
| +87% | +$17.6K | 0.01% | 616 |
|
|
2022
Q1 | $23K | Buy |
326
+44
| +16% | +$2.67K | 0.01% | 730 |
|
|
2021
Q4 | $15K | Sell |
282
-22
| -7% | -$1.1K | ﹤0.01% | 816 |
|
|
2021
Q3 | $15K | Buy |
304
+29
| +11% | +$1.77K | ﹤0.01% | 803 |
|
|
2021
Q2 | $18K | Buy |
275
+155
| +129% | +$10.2K | ﹤0.01% | 780 |
|
|
2021
Q1 | $7K | Buy |
120
+75
| +167% | +$4.83K | ﹤0.01% | 963 |
|
|
2020
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 988 |
|
|
2020
Q3 | $2 | Hold |
45
| – | – | ﹤0.01% | 1054 |
|
|
2020
Q2 | $2K | Sell |
45
-133
| -75% | -$5.21K | ﹤0.01% | 914 |
|
|
2020
Q1 | $6K | Hold |
178
| – | – | ﹤0.01% | 829 |
|
|
2019
Q4 | $9K | Hold |
178
| – | – | ﹤0.01% | 752 |
|
|
2019
Q3 | $8K | Hold |
178
| – | – | ﹤0.01% | 793 |
|
|
2019
Q2 | $9K | Sell |
178
-294
| -62% | -$14.2K | ﹤0.01% | 746 |
|
|
2019
Q1 | $23K | Sell |
472
-89
| -16% | -$4.06K | 0.01% | 566 |
|
|
2018
Q4 | $24K | Buy |
+561
| New | +$23.5K | 0.01% | 547 |
|
Other funds holding BHP
HL
WGI