SIA
Schechter Investment Advisors’s BHP BHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $405K | Sell |
8,346
-4,439
| -35% | -$215K | 0.03% | 412 |
|
|
2024
Q4 | $624K | Buy |
12,785
+2,032
| +19% | +$99.2K | 0.05% | 340 |
|
|
2024
Q3 | $668K | Sell |
10,753
-4,407
| -29% | -$274K | 0.05% | 336 |
|
|
2024
Q2 | $865K | Buy |
15,160
+1,130
| +8% | +$64.5K | 0.07% | 271 |
|
|
2024
Q1 | $809K | Sell |
14,030
-1,933
| -12% | -$112K | 0.06% | 284 |
|
|
2023
Q4 | $1.09M | Buy |
15,963
+880
| +6% | +$60.1K | 0.09% | 214 |
|
|
2023
Q3 | $858K | Buy |
15,083
+1,962
| +15% | +$112K | 0.08% | 247 |
|
|
2023
Q2 | $783K | Sell |
13,121
-1,408
| -10% | -$84K | 0.07% | 291 |
|
|
2023
Q1 | $921K | Buy |
14,529
+290
| +2% | +$18.4K | 0.09% | 270 |
|
|
2022
Q4 | $884K | Buy |
14,239
+8,516
| +149% | +$528K | 0.08% | 331 |
|
|
2022
Q3 | $286K | Sell |
5,723
-9,517
| -62% | -$476K | 0.03% | 724 |
|
|
2022
Q2 | $856K | Sell |
15,240
-365
| -2% | -$20.5K | 0.08% | 342 |
|
|
2022
Q1 | $1.21M | Buy |
15,605
+4,004
| +35% | +$309K | 0.11% | 243 |
|
|
2021
Q4 | $700K | Buy |
+11,601
| New | +$700K | 0.06% | 410 |
|