Gradient Investments’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-84
| Closed | -$5.74K | – | 1302 |
|
|
2023
Q4 | $5.74K | Sell |
84
-150
| -64% | -$10.2K | ﹤0.01% | 963 |
|
|
2023
Q3 | $13.3K | Buy |
234
+150
| +179% | +$8.53K | ﹤0.01% | 752 |
|
|
2023
Q2 | $5.01K | Buy |
84
+32
| +62% | +$1.91K | ﹤0.01% | 952 |
|
|
2023
Q1 | $3.3K | Buy |
52
+21
| +68% | +$1.33K | ﹤0.01% | 1033 |
|
|
2022
Q4 | $1.92K | Hold |
31
| – | – | ﹤0.01% | 1095 |
|
|
2022
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 1121 |
|
|
2022
Q2 | $2K | Sell |
31
-4
| -11% | -$258 | ﹤0.01% | 1026 |
|
|
2022
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 1019 |
|
|
2021
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 1052 |
|
|
2021
Q3 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 990 |
|
|
2021
Q1 | – | Sell |
-52
| Closed | -$2K | – | 1152 |
|
|
2020
Q4 | $2K | Hold |
52
| – | – | ﹤0.01% | 933 |
|
|
2020
Q3 | $2K | Hold |
52
| – | – | ﹤0.01% | 938 |
|
|
2020
Q2 | $2K | Sell |
52
-468
| -90% | -$18K | ﹤0.01% | 862 |
|
|
2020
Q1 | $17K | Hold |
520
| – | – | ﹤0.01% | 548 |
|
|
2019
Q4 | $25K | Buy |
+520
| New | +$25K | ﹤0.01% | 532 |
|
|
2017
Q2 | – | Sell |
-126
| Closed | -$4K | – | 797 |
|
|
2017
Q1 | $4K | Hold |
126
| – | – | ﹤0.01% | 629 |
|
|
2016
Q4 | $4K | Hold |
126
| – | – | ﹤0.01% | 570 |
|
|
2016
Q3 | $4K | Hold |
126
| – | – | ﹤0.01% | 547 |
|
|
2016
Q2 | $3K | Hold |
126
| – | – | ﹤0.01% | 576 |
|
|
2016
Q1 | $3K | Buy |
+126
| New | +$3K | ﹤0.01% | 585 |
|
|
2015
Q1 | – | Sell |
-41
| Closed | -$2K | – | 645 |
|
|
2014
Q4 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 477 |
|
|
2014
Q3 | – | Sell |
-473
| Closed | -$27K | – | 489 |
|
|
2014
Q2 | $27K | Hold |
473
| – | – | 0.01% | 263 |
|
|
2014
Q1 | $27K | Buy |
+473
| New | +$27K | 0.01% | 246 |
|