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 |
|