Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-936
Closed -$52.3K 276
2023
Q3
$52.3K Buy
+936
New +$54.7K 0.01% 341
2021
Q1
Sell
-4,270
Closed -$249K 217
2020
Q4
$249K Sell
4,270
-303
-7% -$15.2K 0.05% 187
2020
Q3
$211K Sell
4,573
-543
-11% -$26.1K 0.06% 176
2020
Q2
$227K Buy
+5,116
New +$200K 0.07% 164
2020
Q1
Sell
-7,512
Closed -$367K 168
2019
Q4
$367K Sell
7,512
-291
-4% -$13.2K 0.11% 131
2019
Q3
$344K Sell
7,803
-2,282
-23% -$107K 0.1% 131
2019
Q2
$523K Sell
10,085
-11,451
-53% -$553K 0.15% 99
2019
Q1
$1.05M Sell
21,536
-23,710
-52% -$1.08M 0.29% 64
2018
Q4
$1.95M Buy
45,246
+22,209
+96% +$931K 0.31% 63
2018
Q3
$1.02M Sell
23,037
-282
-1% -$12.2K 0.29% 63
2018
Q2
$1.04M Sell
23,319
-1,271
-5% -$55K 0.32% 61
2018
Q1
$975K Buy
24,590
+213
+0.9% +$8.96K 0.31% 62
2017
Q4
$1M Sell
24,377
-1,183
-5% -$44.5K 0.31% 63
2017
Q3
$934K Buy
25,560
+1,239
+5% +$45.3K 0.29% 66
2017
Q2
$772K Sell
24,321
-90
-0.4% -$2.85K 0.25% 70
2017
Q1
$791K Sell
24,411
-101
-0.4% -$3.49K 0.27% 70
2016
Q4
$782K Sell
24,512
-478
-2% -$15.5K 0.29% 67
2016
Q3
$801K Buy
24,990
+616
+3% +$16.9K 0.28% 67
2016
Q2
$621K Sell
24,374
-785
-3% -$19.6K 0.24% 66
2016
Q1
$581K Sell
25,159
-361
-1% -$7.64K 0.23% 66
2015
Q4
$586K Sell
25,520
-2,053
-7% -$54.9K 0.24% 65
2015
Q3
$778K Sell
27,573
-2,399
-8% -$77.9K 0.31% 58
2015
Q2
$1.09M Sell
29,972
-5,598
-16% -$226K 0.4% 53
2015
Q1
$1.4M Sell
35,570
-295
-0.8% -$12K 0.5% 50
2014
Q4
$1.44M Sell
35,865
-9,899
-22% -$457K 0.57% 45
2014
Q3
$2.3M Sell
45,764
-597
-1% -$34.7K 0.92% 38
2014
Q2
$2.68M Buy
46,361
+384
+0.8% +$22.6K 1.09% 38
2014
Q1
$2.63M Sell
45,977
-3,075
-6% -$172K 1.13% 39
2013
Q4
$2.83M Sell
49,052
-5,170
-10% -$299K 1.19% 35
2013
Q3
$3.05M Sell
54,222
-4,735
-8% -$258K 1.33% 33
2013
Q2
$2.87M Buy
+58,957
New +$3.27M 1.26% 33

Other funds holding BHP