TRUE Private Wealth Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-3,653
| Closed | -$225K | – | 232 |
|
2022
Q1 | $225K | Buy |
+3,653
| New | +$225K | 0.03% | 220 |
|
2021
Q3 | – | Sell |
-3,997
| Closed | -$259K | – | 247 |
|
2021
Q2 | $259K | Hold |
3,997
| – | – | 0.04% | 195 |
|
2021
Q1 | $247K | Buy |
+3,997
| New | +$247K | 0.04% | 197 |
|
2019
Q3 | – | Sell |
-159
| Closed | -$8K | – | 268 |
|
2019
Q2 | $8K | Buy |
+159
| New | +$8K | ﹤0.01% | 578 |
|
2018
Q4 | – | Sell |
-3,008
| Closed | -$134K | – | 305 |
|
2018
Q3 | $134K | Buy |
+3,008
| New | +$134K | 0.02% | 314 |
|