Lifestyle Asset Management’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 |
-5,198
| Closed | -$297K | – | 108 |
|
2024
Q2 | $297K | Buy |
5,198
+846
| +19% | +$48.3K | 0.17% | 75 |
|
2024
Q1 | $251K | Buy |
4,352
+393
| +10% | +$22.7K | 0.15% | 71 |
|
2023
Q4 | $270K | Buy |
3,959
+317
| +9% | +$21.7K | 0.15% | 60 |
|
2023
Q3 | $207K | Buy |
+3,642
| New | +$207K | 0.13% | 79 |
|