Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-600
Closed -$34.6K 446
2024
Q1
$34.6K Hold
600
﹤0.01% 311
2023
Q4
$41K Hold
600
﹤0.01% 299
2023
Q3
$34.1K Sell
600
-600
-50% -$35.1K ﹤0.01% 289
2023
Q2
$71.6K Buy
+1,200
New +$71.6K ﹤0.01% 263
2022
Q3
Sell
-3,000
Closed -$169K 455
2022
Q2
$169K Buy
+3,000
New +$186K 0.01% 210
2021
Q3
Sell
-22,829
Closed -$1.48M 436
2021
Q2
$1.48M Hold
22,829
0.08% 141
2021
Q1
$1.41M Buy
+22,829
New +$1.47M 0.08% 140
2018
Q4
Sell
-41,533
Closed -$1.85M 366
2018
Q3
$1.85M Hold
41,533
0.15% 145
2018
Q2
$1.85M Hold
41,533
0.16% 140
2018
Q1
$1.65M Hold
41,533
0.14% 152
2017
Q4
$1.7M Hold
41,533
0.15% 145
2017
Q3
$1.5M Hold
41,533
0.14% 147
2017
Q2
$1.32M Sell
41,533
-8,912
-18% -$283K 0.13% 160
2017
Q1
$1.63M Hold
50,445
0.16% 138
2016
Q4
$1.61M Buy
50,445
+8,744
+21% +$283K 0.17% 133
2016
Q3
$1.29M Buy
41,701
+9,080
+28% +$249K 0.14% 154
2016
Q2
$831K Buy
+32,621
New +$813K 0.09% 179
2014
Q4
Sell
-9,237
Closed -$460K 412
2014
Q3
$460K Buy
9,237
+1,183
+15% +$68.8K 0.07% 189
2014
Q2
$466K Sell
8,054
-83
-1% -$4.88K 0.07% 197
2014
Q1
$466K Buy
8,137
+89
+1% +$4.99K 0.07% 230
2013
Q4
$464K Buy
8,048
+1,147
+17% +$66.4K 0.07% 226
2013
Q3
$388K Sell
6,901
-13,143
-66% -$715K 0.06% 228
2013
Q2
$977K Buy
+20,044
New +$1.11M 0.17% 137

Other funds holding BHP