Klingman & Associates’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,482
| Closed | -$256K | – | 267 |
|
|
2024
Q2 | $256K | Buy |
4,482
+176
| +4% | +$10K | 0.02% | 209 |
|
|
2024
Q1 | $248K | Buy |
4,306
+17
| +0.4% | +$981 | 0.02% | 210 |
|
|
2023
Q4 | $293K | Sell |
4,289
-57
| -1% | -$3.89K | 0.02% | 187 |
|
|
2023
Q3 | $247K | Buy |
4,346
+149
| +4% | +$8.48K | 0.02% | 197 |
|
|
2023
Q2 | $250K | Sell |
4,197
-70
| -2% | -$4.18K | 0.02% | 187 |
|
|
2023
Q1 | $271K | Sell |
4,267
-66
| -2% | -$4.19K | 0.02% | 161 |
|
|
2022
Q4 | $269K | Buy |
4,333
+155
| +4% | +$9.62K | 0.02% | 169 |
|
|
2022
Q3 | $209K | Buy |
+4,178
| New | +$209K | 0.02% | 178 |
|