TWA
TCI Wealth Advisors’s BHP BHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-50
| Closed | -$3.17K | – | 446 |
|
|
2023
Q1 | $3.17K | Hold |
50
| – | – | ﹤0.01% | 1827 |
|
|
2022
Q4 | $3.1K | Hold |
50
| – | – | ﹤0.01% | 1844 |
|
|
2022
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 1729 |
|
|
2022
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 1754 |
|
|
2022
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 1667 |
|
|
2021
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 1982 |
|
|
2021
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 1891 |
|
|
2021
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 1517 |
|
|
2021
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 1475 |
|
|
2020
Q4 | $3K | Sell |
50
-90
| -64% | -$5.4K | ﹤0.01% | 1039 |
|
|
2020
Q3 | $7K | Sell |
140
-131
| -48% | -$6.55K | ﹤0.01% | 643 |
|
|
2020
Q2 | $13K | Buy |
271
+221
| +442% | +$10.6K | 0.01% | 502 |
|
|
2020
Q1 | $2K | Sell |
50
-874
| -95% | -$35K | ﹤0.01% | 969 |
|
|
2019
Q4 | $51K | Buy |
924
+437
| +90% | +$24.1K | 0.02% | 377 |
|
|
2019
Q3 | $24K | Hold |
487
| – | – | 0.01% | 450 |
|
|
2019
Q2 | $28K | Hold |
487
| – | – | 0.01% | 406 |
|
|
2019
Q1 | $27K | Hold |
487
| – | – | 0.01% | 432 |
|
|
2018
Q4 | $24K | Hold |
487
| – | – | 0.01% | 431 |
|
|
2018
Q3 | $24K | Hold |
487
| – | – | 0.01% | 451 |
|
|
2018
Q2 | $24K | Hold |
487
| – | – | 0.01% | 450 |
|
|
2018
Q1 | $22K | Hold |
487
| – | – | 0.01% | 461 |
|
|
2017
Q4 | $22K | Sell |
487
-250
| -34% | -$11.3K | 0.01% | 477 |
|
|
2017
Q3 | $30K | Hold |
737
| – | – | 0.01% | 394 |
|
|
2017
Q2 | $26K | Hold |
737
| – | – | 0.01% | 412 |
|
|
2017
Q1 | $27K | Buy |
737
+11
| +2% | +$403 | 0.01% | 399 |
|
|
2016
Q4 | $26K | Hold |
726
| – | – | 0.01% | 437 |
|
|
2016
Q3 | $25K | Buy |
726
+38
| +6% | +$1.31K | 0.01% | 400 |
|
|
2016
Q2 | $20K | Hold |
688
| – | – | 0.01% | 441 |
|
|
2016
Q1 | $18K | Buy |
688
+68
| +11% | +$1.78K | 0.01% | 456 |
|
|
2015
Q4 | $16K | Buy |
620
+142
| +30% | +$3.67K | 0.01% | 471 |
|
|
2015
Q3 | $15K | Buy |
478
+60
| +14% | +$1.88K | 0.01% | 438 |
|
|
2015
Q2 | $17K | Hold |
418
| – | – | 0.01% | 426 |
|
|
2015
Q1 | $19K | Buy |
418
+310
| +287% | +$14.1K | 0.01% | 359 |
|
|
2014
Q4 | $5K | Sell |
108
-251
| -70% | -$11.6K | ﹤0.01% | 547 |
|
|
2014
Q3 | $21K | Buy |
359
+125
| +53% | +$7.31K | 0.01% | 327 |
|
|
2014
Q2 | $16K | Hold |
234
| – | – | 0.01% | 375 |
|
|
2014
Q1 | $16K | Sell |
234
-377
| -62% | -$25.8K | 0.01% | 345 |
|
|
2013
Q4 | $42K | Buy |
611
+377
| +161% | +$25.9K | 0.03% | 259 |
|
|
2013
Q3 | $16K | Buy |
234
+184
| +368% | +$12.6K | 0.01% | 310 |
|
|
2013
Q2 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 518 |
|