Reilly Financial Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $59K | Hold |
1,087
| – | – | ﹤0.01% | 372 |
|
|
2021
Q3 | $52K | Hold |
1,087
| – | – | ﹤0.01% | 370 |
|
|
2021
Q2 | $71K | Buy |
1,087
+904
| +494% | +$59K | 0.01% | 319 |
|
|
2021
Q1 | $11K | Buy |
+183
| New | +$11K | ﹤0.01% | 671 |
|
|
2020
Q3 | – | Sell |
-314
| Closed | -$14K | – | 841 |
|
|
2020
Q2 | $14K | Hold |
314
| – | – | ﹤0.01% | 508 |
|
|
2020
Q1 | $10K | Sell |
314
-577
| -65% | -$18.4K | ﹤0.01% | 542 |
|
|
2019
Q4 | $43K | Hold |
891
| – | – | ﹤0.01% | 351 |
|
|
2019
Q3 | $39K | Sell |
891
-2,093
| -70% | -$91.6K | ﹤0.01% | 376 |
|
|
2019
Q2 | $155K | Hold |
2,984
| – | – | 0.02% | 204 |
|
|
2019
Q1 | $146K | Buy |
2,984
+41
| +1% | +$2.01K | 0.02% | 196 |
|
|
2018
Q4 | $127K | Hold |
2,943
| – | – | 0.02% | 208 |
|
|
2018
Q3 | $131K | Buy |
2,943
+1,744
| +145% | +$77.6K | 0.02% | 210 |
|
|
2018
Q2 | $54K | Hold |
1,199
| – | – | 0.01% | 301 |
|
|
2018
Q1 | $48K | Buy |
1,199
+885
| +282% | +$35.4K | 0.01% | 305 |
|
|
2017
Q4 | $13K | Hold |
314
| – | – | ﹤0.01% | 589 |
|
|
2017
Q3 | $11K | Hold |
314
| – | – | ﹤0.01% | 613 |
|
|
2017
Q2 | $10K | Hold |
314
| – | – | ﹤0.01% | 640 |
|
|
2017
Q1 | $10K | Hold |
314
| – | – | ﹤0.01% | 606 |
|
|
2016
Q4 | $10K | Hold |
314
| – | – | ﹤0.01% | 554 |
|
|
2016
Q3 | $10K | Sell |
314
-226
| -42% | -$7.2K | ﹤0.01% | 525 |
|
|
2016
Q2 | $14K | Buy |
540
+226
| +72% | +$5.86K | ﹤0.01% | 436 |
|
|
2016
Q1 | $7K | Sell |
314
-560
| -64% | -$12.5K | ﹤0.01% | 633 |
|
|
2015
Q4 | $20K | Buy |
874
+560
| +178% | +$12.8K | ﹤0.01% | 459 |
|
|
2015
Q3 | $9K | Hold |
314
| – | – | ﹤0.01% | 806 |
|
|
2015
Q2 | $11K | Sell |
314
-135
| -30% | -$4.73K | ﹤0.01% | 827 |
|
|
2015
Q1 | $18K | Sell |
449
-755
| -63% | -$30.3K | ﹤0.01% | 690 |
|
|
2014
Q4 | $48K | Sell |
1,204
-90
| -7% | -$3.59K | 0.01% | 274 |
|
|
2014
Q3 | $64K | Buy |
1,294
+581
| +81% | +$28.7K | 0.02% | 224 |
|
|
2014
Q2 | $42K | Hold |
713
| – | – | 0.01% | 288 |
|
|
2014
Q1 | $41K | Buy |
713
+70
| +11% | +$4.03K | 0.01% | 300 |
|
|
2013
Q4 | $37K | Sell |
643
-680
| -51% | -$39.1K | 0.01% | 294 |
|
|
2013
Q3 | $75K | Sell |
1,323
-1,629
| -55% | -$92.3K | 0.02% | 170 |
|
|
2013
Q2 | $144K | Buy |
+2,952
| New | +$144K | 0.04% | 117 |
|