NewFocus Financial Group’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 |
-33,916
| Closed | -$1.68M | – | 60 |
|
2014
Q3 | $1.68M | Sell |
33,916
-2,582
| -7% | -$128K | 1.35% | 32 |
|
2014
Q2 | $2.11M | Sell |
36,498
-1,261
| -3% | -$73K | 1.67% | 30 |
|
2014
Q1 | $2.16M | Sell |
37,759
-8,678
| -19% | -$497K | 1.79% | 32 |
|
2013
Q4 | $2.68M | Buy |
+46,437
| New | +$2.68M | 2.26% | 30 |
|