PacWest Financial Management’s BHP BHP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
Sell
-17,098
Closed -$684K 88
2014
Q4
$684K Sell
17,098
-715
-4% -$28.6K 0.48% 68
2014
Q3
$887K Sell
17,813
-65
-0.4% -$3.24K 0.66% 64
2014
Q2
$1.04M Buy
17,878
+272
+2% +$15.7K 0.77% 64
2014
Q1
$1.01M Buy
17,606
+1,182
+7% +$67.7K 0.78% 61
2013
Q4
$947 Sell
16,424
-1,868
-10% -$108 0.29% 61
2013
Q3
$1.03M Sell
18,292
-118
-0.6% -$6.64K 0.89% 49
2013
Q2
$898K Buy
+18,410
New +$898K 0.85% 47