Gofen & Glossberg’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $561K | Hold |
9,042
| – | – | 0.01% | 325 |
|
|
2022
Q3 | $452K | Buy |
9,042
+38
| +0.4% | +$1.9K | 0.01% | 333 |
|
|
2022
Q2 | $506K | Sell |
9,004
-930
| -9% | -$52.3K | 0.01% | 317 |
|
|
2022
Q1 | $685K | Hold |
9,934
| – | – | 0.02% | 292 |
|
|
2021
Q4 | $535K | Sell |
9,934
-1,046
| -10% | -$56.3K | 0.01% | 344 |
|
|
2021
Q3 | $524K | Buy |
10,980
+448
| +4% | +$21.4K | 0.01% | 337 |
|
|
2021
Q2 | $684K | Sell |
10,532
-336
| -3% | -$21.8K | 0.02% | 288 |
|
|
2021
Q1 | $673K | Hold |
10,868
| – | – | 0.02% | 287 |
|
|
2020
Q4 | $633K | Hold |
10,868
| – | – | 0.02% | 278 |
|
|
2020
Q3 | $501K | Hold |
10,868
| – | – | 0.02% | 294 |
|
|
2020
Q2 | $482K | Hold |
10,868
| – | – | 0.02% | 282 |
|
|
2020
Q1 | $356K | Hold |
10,868
| – | – | 0.01% | 304 |
|
|
2019
Q4 | $530K | Sell |
10,868
-633
| -6% | -$30.9K | 0.02% | 288 |
|
|
2019
Q3 | $507K | Sell |
11,501
-421
| -4% | -$18.6K | 0.02% | 289 |
|
|
2019
Q2 | $618K | Hold |
11,922
| – | – | 0.02% | 260 |
|
|
2019
Q1 | $581K | Hold |
11,922
| – | – | 0.02% | 254 |
|
|
2018
Q4 | $514K | Sell |
11,922
-448
| -4% | -$19.3K | 0.02% | 256 |
|
|
2018
Q3 | $550K | Sell |
12,370
-1,121
| -8% | -$49.8K | 0.02% | 276 |
|
|
2018
Q2 | $602K | Hold |
13,491
| – | – | 0.02% | 251 |
|
|
2018
Q1 | $535K | Sell |
13,491
-112
| -0.8% | -$4.44K | 0.02% | 270 |
|
|
2017
Q4 | $558K | Sell |
13,603
-208
| -2% | -$8.53K | 0.02% | 274 |
|
|
2017
Q3 | $499K | Hold |
13,811
| – | – | 0.02% | 289 |
|
|
2017
Q2 | $438K | Hold |
13,811
| – | – | 0.02% | 309 |
|
|
2017
Q1 | $447K | Sell |
13,811
-588
| -4% | -$19K | 0.02% | 302 |
|
|
2016
Q4 | $460K | Sell |
14,399
-3,307
| -19% | -$106K | 0.02% | 289 |
|
|
2016
Q3 | $547K | Sell |
17,706
-1,725
| -9% | -$53.3K | 0.02% | 269 |
|
|
2016
Q2 | $495K | Sell |
19,431
-69
| -0.4% | -$1.76K | 0.02% | 275 |
|
|
2016
Q1 | $451K | Sell |
19,500
-2,382
| -11% | -$55.1K | 0.02% | 286 |
|
|
2015
Q4 | $503K | Sell |
21,882
-15,470
| -41% | -$356K | 0.02% | 276 |
|
|
2015
Q3 | $1.05M | Sell |
37,352
-2,884
| -7% | -$81.4K | 0.05% | 204 |
|
|
2015
Q2 | $1.46M | Sell |
40,236
-5,111
| -11% | -$186K | 0.06% | 182 |
|
|
2015
Q1 | $1.78M | Sell |
45,347
-1,707
| -4% | -$67.1K | 0.08% | 177 |
|
|
2014
Q4 | $1.88M | Sell |
47,054
-4,636
| -9% | -$186K | 0.08% | 168 |
|
|
2014
Q3 | $2.57M | Sell |
51,690
-503
| -1% | -$25K | 0.11% | 142 |
|
|
2014
Q2 | $3.02M | Sell |
52,193
-380
| -0.7% | -$22K | 0.13% | 132 |
|
|
2014
Q1 | $3.06M | Sell |
52,573
-650
| -1% | -$37.9K | 0.14% | 123 |
|
|
2013
Q4 | $3.07M | Sell |
53,223
-415
| -0.8% | -$23.9K | 0.14% | 127 |
|
|
2013
Q3 | $3.02M | Sell |
53,638
-852
| -2% | -$47.9K | 0.16% | 118 |
|
|
2013
Q2 | $2.66M | Buy |
+54,490
| New | +$2.66M | 0.14% | 122 |
|