True North Advisors’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 |
-5,346
| Closed | -$304K | – | 194 |
|
|
2023
Q3 | $304K | Hold |
5,346
| – | – | 0.09% | 147 |
|
|
2023
Q2 | $319K | Buy |
5,346
+819
| +18% | +$48.9K | 0.09% | 155 |
|
|
2023
Q1 | $287K | Hold |
4,527
| – | – | 0.08% | 162 |
|
|
2022
Q4 | $281K | Hold |
4,527
| – | – | 0.1% | 143 |
|
|
2022
Q3 | $226K | Hold |
4,527
| – | – | 0.07% | 163 |
|
|
2022
Q2 | $254K | Buy |
+4,527
| New | +$254K | 0.08% | 163 |
|