J.W. Cole Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
+4,733
| New | +$228K | ﹤0.01% | 1297 |
|
|
2024
Q4 | – | Sell |
-3,841
| Closed | -$239K | – | 960 |
|
|
2024
Q3 | $239K | Sell |
3,841
-937
| -20% | -$58.2K | 0.01% | 845 |
|
|
2024
Q2 | $273K | Buy |
4,778
+60
| +1% | +$3.43K | 0.01% | 736 |
|
|
2024
Q1 | $273K | Sell |
4,718
-18
| -0.4% | -$1.04K | 0.01% | 721 |
|
|
2023
Q4 | $324K | Buy |
4,736
+879
| +23% | +$60.1K | 0.02% | 619 |
|
|
2023
Q3 | $219K | Sell |
3,857
-173
| -4% | -$9.84K | 0.02% | 656 |
|
|
2023
Q2 | $240K | Buy |
+4,030
| New | +$240K | 0.02% | 646 |
|
|
2022
Q2 | – | Sell |
-3,796
| Closed | -$262K | – | 739 |
|
|
2022
Q1 | $262K | Buy |
+3,796
| New | +$262K | 0.02% | 665 |
|