Great Valley Advisor Group’s BHP BHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-3,860
| Closed | -$239K | – | 845 |
|
2024
Q3 | $239K | Buy |
3,860
+167
| +5% | +$10.4K | 0.01% | 749 |
|
2024
Q2 | $211K | Sell |
3,693
-161
| -4% | -$9.19K | 0.01% | 733 |
|
2024
Q1 | $223K | Buy |
+3,854
| New | +$223K | 0.01% | 682 |
|
2023
Q4 | – | Sell |
-3,617
| Closed | -$205K | – | 717 |
|
2023
Q3 | $205K | Buy |
3,617
+1
| +0% | +$57 | 0.01% | 626 |
|
2023
Q2 | $215K | Buy |
+3,616
| New | +$215K | 0.01% | 643 |
|