FPTW
Franklin, Parlapiano, Turner & Welch’s BHP BHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,393
| Closed | -$211K | – | 51 |
|
|
2024
Q3 | $211K | Buy |
+3,393
| New | +$211K | 0.05% | 53 |
|
|
2024
Q1 | – | Sell |
-3,393
| Closed | -$232K | – | 52 |
|
|
2023
Q4 | $232K | Buy |
+3,393
| New | +$232K | 0.07% | 49 |
|
|
2023
Q3 | – | Sell |
-3,393
| Closed | -$202K | – | 50 |
|
|
2023
Q2 | $202K | Hold |
3,393
| – | – | 0.06% | 49 |
|
|
2023
Q1 | $215K | Hold |
3,393
| – | – | 0.07% | 46 |
|
|
2022
Q4 | $211K | Buy |
+3,393
| New | +$211K | 0.07% | 48 |
|
|
2022
Q2 | – | Sell |
-3,426
| Closed | -$265K | – | 49 |
|
|
2022
Q1 | $265K | Buy |
+3,426
| New | +$265K | 0.08% | 46 |
|
|
2017
Q2 | – | Sell |
-1,773
| Closed | -$64K | – | 55 |
|
|
2017
Q1 | $64K | Sell |
1,773
-5,000
| -74% | -$180K | 0.03% | 72 |
|
|
2016
Q4 | $242K | Sell |
6,773
-6,041
| -47% | -$216K | 0.12% | 44 |
|
|
2016
Q3 | $444K | Sell |
12,814
-4,959
| -28% | -$172K | 0.23% | 38 |
|
|
2016
Q2 | $508K | Sell |
17,773
-1,748
| -9% | -$50K | 0.27% | 36 |
|
|
2016
Q1 | $506K | Buy |
19,521
+11,914
| +157% | +$309K | 0.28% | 37 |
|
|
2015
Q4 | $196K | Buy |
7,607
+1,804
| +31% | +$46.5K | 0.12% | 45 |
|
|
2015
Q3 | $183K | Buy |
5,803
+794
| +16% | +$25K | 0.12% | 45 |
|
|
2015
Q2 | $204K | Buy |
5,009
+9
| +0.2% | +$367 | 0.13% | 44 |
|
|
2015
Q1 | $232K | Hold |
5,000
| – | – | 0.16% | 43 |
|
|
2014
Q4 | $237K | Sell |
5,000
-5,049
| -50% | -$239K | 0.16% | 44 |
|
|
2014
Q3 | $592K | Buy |
+10,049
| New | +$592K | 0.42% | 38 |
|