Liberty Wealth Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,111
| Closed | -$307K | – | 194 |
|
|
2023
Q1 | $307K | Buy |
+5,111
| New | +$307K | 0.06% | 170 |
|
|
2021
Q4 | – | Sell |
-29
| Closed | -$2K | – | 270 |
|
|
2021
Q3 | $2K | Buy |
29
+16
| +123% | +$1.1K | ﹤0.01% | 1039 |
|
|
2021
Q2 | $1K | Sell |
13
-5
| -28% | -$385 | ﹤0.01% | 971 |
|
|
2021
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 853 |
|
|
2020
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 849 |
|
|
2019
Q3 | – | Sell |
-642
| Closed | -$30K | – | 874 |
|
|
2019
Q2 | $30K | Buy |
642
+625
| +3,676% | +$29.2K | 0.03% | 338 |
|
|
2019
Q1 | $0 | Buy |
+17
| New | – | ﹤0.01% | 741 |
|