MCIA
Mountain Capital Investment Advisors’s BHP BHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,908
| Closed | -$485K | – | 125 |
|
|
2021
Q1 | $485K | Buy |
6,908
+3,870
| +127% | +$272K | 0.24% | 122 |
|
|
2020
Q4 | $217K | Buy |
+3,038
| New | +$217K | 0.13% | 128 |
|
|
2017
Q4 | – | Sell |
-227
| Closed | -$9K | – | 79 |
|
|
2017
Q3 | $9K | Hold |
227
| – | – | 0.01% | 281 |
|
|
2017
Q2 | $8K | Buy |
+227
| New | +$8K | 0.01% | 317 |
|