IMS Capital Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-184
| Closed | -$8K | – | 148 |
|
|
2018
Q3 | $8K | Buy |
+184
| New | +$8K | 0.01% | 329 |
|
|
2015
Q1 | – | Sell |
-5,154
| Closed | -$206K | – | 153 |
|
|
2014
Q4 | $206K | Sell |
5,154
-118
| -2% | -$4.72K | 0.24% | 136 |
|
|
2014
Q3 | $262K | Sell |
5,272
-210
| -4% | -$10.4K | 0.3% | 119 |
|
|
2014
Q2 | $317K | Hold |
5,482
| – | – | 0.35% | 97 |
|
|
2014
Q1 | $314K | Sell |
5,482
-4,283
| -44% | -$245K | 0.37% | 93 |
|
|
2013
Q4 | $563K | Sell |
9,765
-46
| -0.5% | -$2.65K | 0.71% | 60 |
|
|
2013
Q3 | $552K | Buy |
9,811
+731
| +8% | +$41.1K | 0.76% | 58 |
|
|
2013
Q2 | $443K | Buy |
+9,080
| New | +$443K | 0.64% | 69 |
|