TCI Wealth Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | 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 | Sell |
50
-6
| -11% | -$373 | ﹤0.01% | 1755 |
|
|
2022
Q1 | $4K | Hold |
56
| – | – | ﹤0.01% | 1667 |
|
|
2021
Q4 | $3K | Hold |
56
| – | – | ﹤0.01% | 1982 |
|
|
2021
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 1906 |
|
|
2021
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 1535 |
|
|
2021
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 1493 |
|
|
2020
Q4 | $3K | Sell |
56
-101
| -64% | -$5.06K | ﹤0.01% | 1063 |
|
|
2020
Q3 | $7K | Sell |
157
-147
| -48% | -$7.07K | ﹤0.01% | 660 |
|
|
2020
Q2 | $13K | Buy |
304
+248
| +443% | +$9.71K | 0.01% | 514 |
|
|
2020
Q1 | $2K | Sell |
56
-980
| -95% | -$40.9K | ﹤0.01% | 979 |
|
|
2019
Q4 | $51K | Buy |
1,036
+490
| +90% | +$22.3K | 0.02% | 381 |
|
|
2019
Q3 | $24K | Hold |
546
| – | – | 0.01% | 454 |
|
|
2019
Q2 | $28K | Hold |
546
| – | – | 0.01% | 410 |
|
|
2019
Q1 | $27K | Hold |
546
| – | – | 0.01% | 438 |
|
|
2018
Q4 | $24K | Hold |
546
| – | – | 0.01% | 439 |
|
|
2018
Q3 | $24K | Hold |
546
| – | – | 0.01% | 461 |
|
|
2018
Q2 | $24K | Hold |
546
| – | – | 0.01% | 450 |
|
|
2018
Q1 | $22K | Hold |
546
| – | – | 0.01% | 464 |
|
|
2017
Q4 | $22K | Sell |
546
-280
| -34% | -$10.5K | 0.01% | 477 |
|
|
2017
Q3 | $30K | Hold |
826
| – | – | 0.01% | 395 |
|
|
2017
Q2 | $26K | Hold |
826
| – | – | 0.01% | 412 |
|
|
2017
Q1 | $27K | Buy |
826
+12
| +1% | +$415 | 0.01% | 399 |
|
|
2016
Q4 | $26K | Hold |
814
| – | – | 0.01% | 437 |
|
|
2016
Q3 | $25K | Buy |
814
+43
| +6% | +$1.18K | 0.01% | 400 |
|
|
2016
Q2 | $20K | Hold |
771
| – | – | 0.01% | 441 |
|
|
2016
Q1 | $18K | Buy |
771
+76
| +11% | +$1.61K | 0.01% | 456 |
|
|
2015
Q4 | $16K | Buy |
695
+159
| +30% | +$4.25K | 0.01% | 471 |
|
|
2015
Q3 | $15K | Buy |
536
+67
| +14% | +$2.18K | 0.01% | 438 |
|
|
2015
Q2 | $17K | Sell |
469
-25
| -5% | -$1.01K | 0.01% | 426 |
|
|
2015
Q1 | $19K | Buy |
494
+366
| +286% | +$14.9K | 0.01% | 359 |
|
|
2014
Q4 | $5K | Sell |
128
-297
| -70% | -$13.7K | ﹤0.01% | 547 |
|
|
2014
Q3 | $21K | Buy |
425
+148
| +53% | +$8.61K | 0.01% | 327 |
|
|
2014
Q2 | $16K | Hold |
277
| – | – | 0.01% | 375 |
|
|
2014
Q1 | $16K | Sell |
277
-446
| -62% | -$25K | 0.01% | 345 |
|
|
2013
Q4 | $42K | Buy |
723
+446
| +161% | +$25.8K | 0.03% | 260 |
|
|
2013
Q3 | $16K | Buy |
277
+218
| +369% | +$11.9K | 0.01% | 310 |
|
|
2013
Q2 | $3K | Buy |
+59
| New | +$3.27K | ﹤0.01% | 520 |
|
Other funds holding BHP
HL
