Prudent Man Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-3,293
| Closed | -$225K | – | 179 |
|
2023
Q4 | $225K | Sell |
3,293
-629
| -16% | -$43K | 0.08% | 158 |
|
2023
Q3 | $223K | Sell |
3,922
-131
| -3% | -$7.45K | 0.09% | 158 |
|
2023
Q2 | $242K | Hold |
4,053
| – | – | 0.09% | 161 |
|
2023
Q1 | $257K | Hold |
4,053
| – | – | 0.1% | 151 |
|
2022
Q4 | $251K | Buy |
+4,053
| New | +$251K | 0.1% | 160 |
|