Lenox Wealth Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $81K | Hold |
1,165
| – | – | 0.01% | 186 |
|
|
2021
Q4 | $63K | Sell |
1,165
-66
| -5% | -$3.57K | 0.01% | 224 |
|
|
2021
Q3 | $59K | Hold |
1,231
| – | – | 0.01% | 214 |
|
|
2021
Q2 | $80K | Hold |
1,231
| – | – | 0.01% | 170 |
|
|
2021
Q1 | $76K | Hold |
1,231
| – | – | 0.01% | 144 |
|
|
2020
Q4 | $72K | Hold |
1,231
| – | – | 0.01% | 147 |
|
|
2020
Q3 | $57K | Hold |
1,231
| – | – | 0.01% | 150 |
|
|
2020
Q2 | $55K | Hold |
1,231
| – | – | 0.01% | 151 |
|
|
2020
Q1 | $40K | Hold |
1,231
| – | – | 0.01% | 159 |
|
|
2019
Q4 | $60K | Hold |
1,231
| – | – | 0.01% | 157 |
|
|
2019
Q3 | $54K | Hold |
1,231
| – | – | 0.01% | 152 |
|
|
2019
Q2 | $64K | Sell |
1,231
-616
| -33% | -$32K | 0.01% | 132 |
|
|
2019
Q1 | $90K | Buy |
1,847
+616
| +50% | +$30K | 0.02% | 107 |
|
|
2018
Q4 | $53K | Sell |
1,231
-41
| -3% | -$1.77K | 0.01% | 124 |
|
|
2018
Q3 | $57K | Sell |
1,272
-946
| -43% | -$42.4K | 0.01% | 124 |
|
|
2018
Q2 | $99K | Sell |
2,218
-1,412
| -39% | -$63K | 0.02% | 83 |
|
|
2018
Q1 | $144K | Buy |
3,630
+3,141
| +642% | +$125K | 0.03% | 79 |
|
|
2017
Q4 | $20K | Buy |
+489
| New | +$20K | 0.01% | 137 |
|
|
2016
Q1 | – | Sell |
-55
| Closed | -$1K | – | 270 |
|
|
2015
Q4 | $1K | Buy |
+55
| New | +$1K | ﹤0.01% | 381 |
|