Spire Wealth Management’s BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) BBL Stock Holding History

Spire Wealth Management’s Portfolio BBL Stock Details BBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-500	Closed	-$30K	–	3021
2021 Q4	$30K	Hold	500	–	–	﹤0.01%	1957
2021 Q3	$25K	Hold	500	–	–	﹤0.01%	1774
2021 Q2	$30K	Hold	500	–	–	﹤0.01%	1711
2021 Q1	$29K	Buy	+500	New	+$29.7K	﹤0.01%	1991

Other funds holding BBL

Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

CIG

Cairn Investment Group Vancouver, Washington $201M AUM 18% 1-Year Est. Return

Spire Wealth Management's BBL Position: Q1 2022 in Review

Spire Wealth Management sold out of BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) in Q1 2022, closing a stake of 500 shares — an estimated $30K sold.

Spire Wealth Management first reported a position in BBL in Q1 2021 and held it in 4 quarters. The position peaked at $30K in Q4 2021. 2 funds tracked by Wall St. Rank hold BBL as of Q1 2022.

Spire Wealth Management reported no remaining BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 500 BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) shares in Q1 2022, an estimated $30K.
Spire Wealth Management first reported a position in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) in Q1 2021 and held it in 4 quarters.
Spire Wealth Management's BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position peaked at $30K in Q4 2021.
2 funds tracked by Wall St. Rank held BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.