Realta Investment 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 |
-3,156
| Closed | -$216K | – | 805 |
|
|
2023
Q4 | $216K | Sell |
3,156
-649
| -17% | -$44.3K | 0.05% | 391 |
|
|
2023
Q3 | $227K | Sell |
3,805
-600
| -14% | -$35.8K | 0.05% | 357 |
|
|
2023
Q2 | $263K | Buy |
+4,405
| New | +$263K | 0.06% | 335 |
|
|
2022
Q2 | – | Sell |
-3,030
| Closed | -$209K | – | 396 |
|
|
2022
Q1 | $209K | Buy |
+3,030
| New | +$209K | 0.04% | 385 |
|
|
2020
Q1 | – | Sell |
-673
| Closed | -$30K | – | 408 |
|
|
2019
Q4 | $30K | Hold |
673
| – | – | 0.01% | 802 |
|
|
2019
Q3 | $30K | Buy |
673
+28
| +4% | +$1.25K | 0.01% | 796 |
|
|
2019
Q2 | $34K | Buy |
645
+84
| +15% | +$4.43K | 0.01% | 767 |
|
|
2019
Q1 | $27K | Buy |
+561
| New | +$27K | 0.01% | 686 |
|