Summit Trail Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,709
| Closed | -$236K | – | 447 |
|
|
2024
Q3 | $236K | Sell |
3,709
-310
| -8% | -$19.7K | 0.01% | 628 |
|
|
2024
Q2 | $229K | Buy |
+4,019
| New | +$229K | 0.01% | 555 |
|
|
2018
Q1 | – | Sell |
-3,722
| Closed | -$165K | – | 565 |
|
|
2017
Q4 | $165K | Buy |
+3,722
| New | +$165K | 0.02% | 491 |
|