Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,755
Closed -$302K 872
2023
Q1
$302K Buy
+4,755
New +$307K 0.01% 791
2022
Q1
Sell
-6,517
Closed -$351K 974
2021
Q4
$351K Sell
6,517
-11,077
-63% -$554K 0.01% 642
2021
Q3
$840K Buy
+17,594
New +$1.07M 0.03% 504
2021
Q2
Sell
-23,892
Closed -$1.48M 1061
2021
Q1
$1.48M Sell
23,892
-238,576
-91% -$15.4M 0.07% 283
2020
Q4
$15.4M Sell
262,468
-302,054
-54% -$15.1M 1.53% 5
2020
Q3
$26M Sell
564,522
-221,787
-28% -$10.7M 2.14% 6
2020
Q2
$34.9M Buy
+786,309
New +$30.8M 2.39% 11
2020
Q1
Sell
-320,910
Closed -$15.6M 322
2019
Q4
$15.6M Sell
320,910
-390
-0.1% -$17.7K 1.42% 13
2019
Q3
$14.1M Buy
321,300
+180,035
+127% +$8.41M 4.46% 1
2019
Q2
$7.35M Sell
141,265
-418,042
-75% -$20.2M 4.89% 3
2019
Q1
$27.2M Sell
559,307
-880,764
-61% -$40.1M 24.15% 1
2018
Q4
$61.6M Buy
+1,440,071
New +$60.3M 36.62% 1
2018
Q3
Sell
-138,685
Closed -$6.22M 154
2018
Q2
$6.22M Sell
138,685
-171,371
-55% -$7.42M 3.45% 5
2018
Q1
$12.3M Sell
310,056
-382,670
-55% -$16.1M 6.5% 2
2017
Q4
$28.5M Buy
+692,726
New +$26.1M 14.42% 2
2017
Q3
Sell
-106,372
Closed -$3.37M 40
2017
Q2
$3.37M Sell
106,372
-489,630
-82% -$15.5M 2.32% 7
2017
Q1
$19.3M Buy
+596,002
New +$20.6M 12.57% 3

Other funds holding BHP