Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-8,541
Closed -$280K 235
2020
Q1
$280K Buy
+8,541
New +$357K 0.22% 101
2019
Q3
Sell
-6,726
Closed -$349K 256
2019
Q2
$349K Sell
6,726
-4,485
-40% -$217K 0.12% 185
2019
Q1
$547K Buy
+11,211
New +$511K 0.19% 103
2016
Q3
Sell
-20,787
Closed -$530K 237
2016
Q2
$530K Buy
+20,787
New +$518K 0.19% 396
2016
Q1
Hold
0
609
2015
Q4
Hold
0
761
2015
Q3
Sell
-1,544
Closed -$56K 497
2015
Q2
$56K Buy
+1,544
New +$62.3K 0.03% 952
2015
Q1
Sell
-21,458
Closed -$871K 701
2014
Q4
$859K Buy
+21,458
New +$990K 0.19% 344
2014
Q3
Hold
0
1240
2014
Q2
Sell
-118
Closed -$6.93K 818
2014
Q1
$7K Buy
+118
New +$6.61K ﹤0.01% 700
2013
Q4
Sell
-2,446
Closed -$142K 695
2013
Q3
$138K Buy
+2,446
New +$133K 0.1% 436

Other funds holding BHP