Morningstar Investment Services’s BHP BHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-5,953
| Closed | -$296K | – | 216 |
|
2014
Q3 | $296K | Sell |
5,953
-1,918
| -24% | -$95.4K | 0.02% | 195 |
|
2014
Q2 | $456K | Sell |
7,871
-16,922
| -68% | -$980K | 0.03% | 170 |
|
2014
Q1 | $1.42M | Sell |
24,793
-578
| -2% | -$33.1K | 0.1% | 124 |
|
2013
Q4 | $1.46M | Sell |
25,371
-19
| -0.1% | -$1.1K | 0.11% | 137 |
|
2013
Q3 | $1.44M | Buy |
25,390
+145
| +0.6% | +$8.2K | 0.13% | 129 |
|
2013
Q2 | $1.23M | Buy |
+25,245
| New | +$1.23M | 0.13% | 116 |
|