JNBA Financial Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-106
| Closed | -$6K | – | 687 |
|
|
2022
Q2 | $6K | Buy |
+106
| New | +$6K | ﹤0.01% | 538 |
|
|
2019
Q3 | – | Sell |
-3,132
| Closed | -$162K | – | 594 |
|
|
2019
Q2 | $162K | Buy |
3,132
+410
| +15% | +$21.2K | 0.03% | 156 |
|
|
2019
Q1 | $133K | Buy |
+2,722
| New | +$133K | 0.03% | 160 |
|
|
2018
Q4 | – | Sell |
-925
| Closed | -$41K | – | 544 |
|
|
2018
Q3 | $41K | Buy |
+925
| New | +$41K | 0.02% | 238 |
|
|
2016
Q4 | – | Sell |
-4,963
| Closed | -$153K | – | 580 |
|
|
2016
Q3 | $153K | Buy |
+4,963
| New | +$153K | 0.02% | 275 |
|
|
2016
Q1 | – | Sell |
-56
| Closed | -$1K | – | 539 |
|
|
2015
Q4 | $1K | Hold |
56
| – | – | ﹤0.01% | 484 |
|
|
2015
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 461 |
|
|
2015
Q2 | $2K | Sell |
56
-186
| -77% | -$6.64K | ﹤0.01% | 467 |
|
|
2015
Q1 | $10K | Sell |
242
-190
| -44% | -$7.85K | ﹤0.01% | 361 |
|
|
2014
Q4 | $17K | Hold |
432
| – | – | 0.01% | 304 |
|
|
2014
Q3 | $21K | Hold |
432
| – | – | 0.01% | 284 |
|
|
2014
Q2 | $25K | Hold |
432
| – | – | 0.01% | 242 |
|
|
2014
Q1 | $25K | Sell |
432
-591
| -58% | -$34.2K | 0.01% | 222 |
|
|
2013
Q4 | $59K | Hold |
1,023
| – | – | 0.03% | 155 |
|
|
2013
Q3 | $58K | Buy |
1,023
+213
| +26% | +$12.1K | 0.04% | 150 |
|
|
2013
Q2 | $39K | Buy |
+810
| New | +$39K | 0.03% | 158 |
|