SMA
Sage Mountain Advisors’s BHP BHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,236
| Closed | -$302K | – | 423 |
|
|
2024
Q1 | $302K | Buy |
5,236
+1,543
| +42% | +$89K | 0.03% | 238 |
|
|
2023
Q4 | $252K | Buy |
+3,693
| New | +$252K | 0.03% | 226 |
|
|
2023
Q2 | – | Sell |
-3,580
| Closed | -$227K | – | 358 |
|
|
2023
Q1 | $227K | Buy |
+3,580
| New | +$227K | 0.04% | 208 |
|