Marshwinds Advisory’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,144
| Closed | -$229K | – | 125 |
|
|
2018
Q3 | $229K | Sell |
5,144
-785
| -13% | -$34.9K | 0.1% | 123 |
|
|
2018
Q2 | $265K | Hold |
5,929
| – | – | 0.13% | 122 |
|
|
2018
Q1 | $235K | Hold |
5,929
| – | – | 0.11% | 125 |
|
|
2017
Q4 | $243K | Sell |
5,929
-560
| -9% | -$23K | 0.11% | 124 |
|
|
2017
Q3 | $235K | Buy |
+6,489
| New | +$235K | 0.11% | 125 |
|
|
2016
Q4 | – | Sell |
-6,715
| Closed | -$208K | – | 139 |
|
|
2016
Q3 | $208K | Buy |
+6,715
| New | +$208K | 0.1% | 133 |
|