Stratton Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-4,494
| Closed | -$224K | – | 346 |
|
|
2014
Q3 | $224K | Sell |
4,494
-4,731
| -51% | -$236K | 0.01% | 317 |
|
|
2014
Q2 | $534K | Hold |
9,225
| – | – | 0.02% | 282 |
|
|
2014
Q1 | $529K | Hold |
9,225
| – | – | 0.02% | 280 |
|
|
2013
Q4 | $532K | Buy |
9,225
+946
| +11% | +$54.6K | 0.03% | 286 |
|
|
2013
Q3 | $465K | Buy |
8,279
+4,140
| +100% | +$233K | 0.02% | 287 |
|
|
2013
Q2 | $202K | Buy |
+4,139
| New | +$202K | 0.01% | 312 |
|