Security National Trust’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-561
| Closed | -$13K | – | 454 |
|
|
2016
Q1 | $13K | Hold |
561
| – | – | ﹤0.01% | 352 |
|
|
2015
Q4 | $13K | Sell |
561
-168
| -23% | -$3.89K | 0.01% | 350 |
|
|
2015
Q3 | $21K | Hold |
729
| – | – | 0.01% | 327 |
|
|
2015
Q2 | $26K | Sell |
729
-40
| -5% | -$1.43K | 0.01% | 323 |
|
|
2015
Q1 | $30K | Hold |
769
| – | – | 0.01% | 321 |
|
|
2014
Q4 | $31K | Sell |
769
-1,070
| -58% | -$43.1K | 0.01% | 309 |
|
|
2014
Q3 | $92K | Hold |
1,839
| – | – | 0.04% | 226 |
|
|
2014
Q2 | $106K | Sell |
1,839
-414
| -18% | -$23.9K | 0.04% | 214 |
|
|
2014
Q1 | $129K | Hold |
2,253
| – | – | 0.05% | 198 |
|
|
2013
Q4 | $130K | Buy |
2,253
+473
| +27% | +$27.3K | 0.05% | 196 |
|
|
2013
Q3 | $100K | Sell |
1,780
-2,182
| -55% | -$123K | 0.05% | 207 |
|
|
2013
Q2 | $193K | Buy |
+3,962
| New | +$193K | 0.09% | 156 |
|