SWM
Segment Wealth Management’s BHP BHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,895
| Closed | -$242K | – | 264 |
|
|
2024
Q3 | $242K | Hold |
3,895
| – | – | 0.02% | 243 |
|
|
2024
Q2 | $222K | Hold |
3,895
| – | – | 0.02% | 245 |
|
|
2024
Q1 | $225K | Sell |
3,895
-82
| -2% | -$4.73K | 0.02% | 240 |
|
|
2023
Q4 | $272K | Buy |
+3,977
| New | +$272K | 0.02% | 211 |
|
|
2014
Q4 | – | Sell |
-12,611
| Closed | -$628K | – | 157 |
|
|
2014
Q3 | $628K | Sell |
12,611
-88
| -0.7% | -$4.38K | 0.24% | 82 |
|
|
2014
Q2 | $735K | Buy |
+12,699
| New | +$735K | 0.28% | 80 |
|