Total Clarity Wealth Management’s BHP BHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-6,069
| Closed | -$345K | – | 235 |
|
2023
Q3 | $345K | Buy |
+6,069
| New | +$345K | 0.17% | 146 |
|
2023
Q1 | – | Sell |
-5,042
| Closed | -$313K | – | 185 |
|
2022
Q4 | $313K | Sell |
5,042
-4,154
| -45% | -$258K | 0.16% | 151 |
|
2022
Q3 | $460K | Buy |
9,196
+4,777
| +108% | +$239K | 0.29% | 95 |
|
2022
Q2 | $248K | Buy |
4,419
+198
| +5% | +$11.1K | 0.13% | 169 |
|
2022
Q1 | $291K | Buy |
4,221
+225
| +6% | +$15.5K | 0.16% | 167 |
|
2021
Q4 | $215K | Buy |
3,996
+3,548
| +792% | +$191K | 0.1% | 203 |
|
2021
Q3 | $21K | Buy |
+448
| New | +$21K | 0.01% | 545 |
|