Plante Moran Financial Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | – | – | 800 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 806 |
|
|
2022
Q3 | – | Sell |
-250
| Closed | -$14K | – | 870 |
|
|
2022
Q2 | $14K | Buy |
+250
| New | +$14K | ﹤0.01% | 534 |
|
|
2021
Q2 | – | Sell |
-576
| Closed | -$36K | – | 956 |
|
|
2021
Q1 | $36K | Buy |
576
+565
| +5,136% | +$35.3K | 0.01% | 424 |
|
|
2020
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 809 |
|
|
2020
Q1 | – | Sell |
-872
| Closed | -$43K | – | 729 |
|
|
2019
Q4 | $43K | Sell |
872
-664
| -43% | -$32.7K | 0.02% | 345 |
|
|
2019
Q3 | $68K | Buy |
1,536
+99
| +7% | +$4.38K | 0.02% | 292 |
|
|
2019
Q2 | $74K | Sell |
1,437
-35
| -2% | -$1.8K | 0.02% | 264 |
|
|
2019
Q1 | $72K | Sell |
1,472
-63
| -4% | -$3.08K | 0.02% | 261 |
|
|
2018
Q4 | $66K | Buy |
1,535
+1,369
| +825% | +$58.9K | 0.02% | 254 |
|
|
2018
Q3 | $7K | Buy |
166
+18
| +12% | +$759 | ﹤0.01% | 543 |
|
|
2018
Q2 | $7K | Sell |
148
-1,021
| -87% | -$48.3K | ﹤0.01% | 586 |
|
|
2018
Q1 | $46K | Sell |
1,169
-320
| -21% | -$12.6K | 0.03% | 355 |
|
|
2017
Q4 | $61K | Buy |
+1,489
| New | +$61K | 0.03% | 301 |
|
|
2014
Q3 | – | Sell |
-207
| Closed | -$12K | – | 790 |
|
|
2014
Q2 | $12K | Buy |
+207
| New | +$12K | 0.01% | 475 |
|
|
2013
Q4 | – | Sell |
-445
| Closed | -$25K | – | 685 |
|
|
2013
Q3 | $25K | Buy |
445
+404
| +985% | +$22.7K | 0.02% | 263 |
|
|
2013
Q2 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 531 |
|