Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-36,596
Closed -$2.11M 340
2024
Q1
$2.11M Sell
36,596
-2,399
-6% -$144K 0.26% 94
2023
Q4
$2.66M Sell
38,995
-815
-2% -$49.2K 0.4% 78
2023
Q3
$2.26M Sell
39,810
-3,506
-8% -$205K 0.39% 86
2023
Q2
$2.58M Sell
43,316
-395
-0.9% -$23.6K 0.5% 76
2023
Q1
$2.77M Sell
43,711
-20
-0% -$1.29K 0.58% 67
2022
Q4
$2.71M Buy
43,731
+3,292
+8% +$185K 0.55% 66
2022
Q3
$2.02M Sell
40,439
-212
-0.5% -$11.2K 0.45% 73
2022
Q2
$2.28M Buy
+40,651
New +$2.52M 0.49% 80
2015
Q3
Sell
-6,209
Closed -$225K 329
2015
Q2
$225K Buy
6,209
+122
+2% +$4.93K 0.02% 326
2015
Q1
$239K Sell
6,087
-1,727
-22% -$70.1K 0.02% 310
2014
Q4
$313K Sell
7,814
-689
-8% -$31.8K 0.02% 252
2014
Q3
$423K Sell
8,503
-831
-9% -$48.3K 0.02% 211
2014
Q2
$540K Sell
9,334
-315
-3% -$18.5K 0.02% 181
2014
Q1
$553K Sell
9,649
-12,018
-55% -$674K 0.03% 158
2013
Q4
$1.25M Sell
21,667
-2,436
-10% -$141K 0.06% 90
2013
Q3
$1.35M Buy
24,103
+927
+4% +$50.4K 0.04% 103
2013
Q2
$1.13M Buy
+23,176
New +$1.28M 0.05% 100

Other funds holding BHP