Jacobi Capital Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,062
| Closed | -$51K | – | 514 |
|
|
2021
Q3 | $51K | Buy |
1,062
+834
| +366% | +$40.1K | 0.01% | 647 |
|
|
2021
Q2 | $15K | Buy |
228
+179
| +365% | +$11.8K | ﹤0.01% | 911 |
|
|
2021
Q1 | $3K | Hold |
49
| – | – | ﹤0.01% | 1188 |
|
|
2020
Q4 | $3K | Hold |
49
| – | – | ﹤0.01% | 1091 |
|
|
2020
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 1076 |
|
|
2020
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 1033 |
|
|
2020
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 945 |
|
|
2019
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 946 |
|
|
2019
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 928 |
|
|
2019
Q2 | $3K | Hold |
49
| – | – | ﹤0.01% | 882 |
|
|
2019
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 876 |
|
|
2018
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 838 |
|
|
2018
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 884 |
|
|
2018
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 921 |
|
|
2018
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 886 |
|
|
2017
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 849 |
|
|
2017
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 827 |
|
|
2017
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 747 |
|
|
2017
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 624 |
|
|
2016
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 557 |
|
|
2016
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 635 |
|
|
2016
Q2 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 672 |
|