Integrated Wealth Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-336
| Closed | -$10K | – | 311 |
|
|
2016
Q3 | $10K | Hold |
336
| – | – | ﹤0.01% | 753 |
|
|
2016
Q2 | $9K | Sell |
336
-309
| -48% | -$8.28K | ﹤0.01% | 778 |
|
|
2016
Q1 | $15K | Sell |
645
-141
| -18% | -$3.28K | 0.01% | 606 |
|
|
2015
Q4 | $18K | Buy |
786
+437
| +125% | +$10K | 0.01% | 605 |
|
|
2015
Q3 | $10K | Hold |
349
| – | – | ﹤0.01% | 754 |
|
|
2015
Q2 | $13K | Sell |
349
-19
| -5% | -$708 | 0.01% | 728 |
|
|
2015
Q1 | $14K | Buy |
+368
| New | +$14K | 0.01% | 672 |
|