Frontier Wealth Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-7,224
| Closed | -$231K | – | 398 |
|
2016
Q4 | $231K | Sell |
7,224
-2,802
| -28% | -$89.6K | 0.04% | 333 |
|
2016
Q3 | $310K | Buy |
+10,026
| New | +$310K | 0.05% | 271 |
|
2016
Q2 | – | Sell |
-9,163
| Closed | -$212K | – | 340 |
|
2016
Q1 | $212K | Buy |
+9,163
| New | +$212K | 0.02% | 309 |
|
2015
Q3 | – | Sell |
-8,592
| Closed | -$312K | – | 348 |
|
2015
Q2 | $312K | Sell |
8,592
-1,216
| -12% | -$44.2K | 0.05% | 250 |
|
2015
Q1 | $385K | Sell |
9,808
-2,656
| -21% | -$104K | 0.06% | 195 |
|
2014
Q4 | $499K | Buy |
+12,464
| New | +$499K | 0.09% | 142 |
|