HBK Sorce Advisory’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,157
| Closed | -$367K | – | 562 |
|
|
2023
Q2 | $367K | Buy |
6,157
+66
| +1% | +$3.94K | 0.02% | 392 |
|
|
2023
Q1 | $386K | Sell |
6,091
-8,141
| -57% | -$516K | 0.02% | 383 |
|
|
2022
Q4 | $883K | Buy |
14,232
+7,124
| +100% | +$442K | 0.02% | 311 |
|
|
2022
Q3 | $356K | Buy |
+7,108
| New | +$356K | 0.02% | 331 |
|
|
2014
Q4 | – | Sell |
-4,528
| Closed | -$225K | – | 197 |
|
|
2014
Q3 | $225K | Buy |
4,528
+42
| +0.9% | +$2.09K | 0.08% | 168 |
|
|
2014
Q2 | $260K | Sell |
4,486
-169
| -4% | -$9.8K | 0.09% | 151 |
|
|
2014
Q1 | $267K | Buy |
4,655
+331
| +8% | +$19K | 0.1% | 138 |
|
|
2013
Q4 | $249K | Sell |
4,324
-769
| -15% | -$44.3K | 0.09% | 143 |
|
|
2013
Q3 | $286K | Sell |
5,093
-3,827
| -43% | -$215K | 0.12% | 125 |
|
|
2013
Q2 | $434K | Buy |
+8,920
| New | +$434K | 0.09% | 150 |
|