Mount Yale Investment Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,840
| Closed | -$673K | – | 483 |
|
|
2022
Q4 | $673K | Buy |
10,840
+1,552
| +17% | +$96.3K | 0.08% | 248 |
|
|
2022
Q3 | $465K | Sell |
9,288
-1,197
| -11% | -$59.9K | 0.06% | 277 |
|
|
2022
Q2 | $589K | Sell |
10,485
-128
| -1% | -$7.19K | 0.07% | 256 |
|
|
2022
Q1 | $731K | Buy |
+10,613
| New | +$731K | 0.08% | 248 |
|
|
2018
Q4 | – | Sell |
-135
| Closed | -$6K | – | 363 |
|
|
2018
Q3 | $6K | Hold |
135
| – | – | ﹤0.01% | 874 |
|
|
2018
Q2 | $6K | Hold |
135
| – | – | ﹤0.01% | 886 |
|
|
2018
Q1 | $5K | Buy |
+135
| New | +$5K | ﹤0.01% | 882 |
|