TruWealth Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,254
| Closed | -$418K | – | 161 |
|
|
2024
Q1 | $418K | Buy |
7,254
+360
| +5% | +$20.8K | 0.03% | 109 |
|
|
2023
Q4 | $471K | Buy |
6,894
+477
| +7% | +$32.6K | 0.04% | 94 |
|
|
2023
Q3 | $365K | Buy |
6,417
+1,634
| +34% | +$92.9K | 0.03% | 99 |
|
|
2023
Q2 | $285K | Sell |
4,783
-827
| -15% | -$49.3K | 0.02% | 121 |
|
|
2023
Q1 | $356K | Buy |
+5,610
| New | +$356K | 0.03% | 102 |
|