V Wealth Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,744
| Closed | -$223K | – | 139 |
|
|
2023
Q2 | $223K | Buy |
3,744
+41
| +1% | +$2.45K | 0.04% | 342 |
|
|
2023
Q1 | $235K | Buy |
3,703
+10
| +0.3% | +$634 | 0.04% | 332 |
|
|
2022
Q4 | $229K | Buy |
+3,693
| New | +$229K | 0.05% | 314 |
|
|
2022
Q3 | – | Sell |
-3,881
| Closed | -$218K | – | 376 |
|
|
2022
Q2 | $218K | Sell |
3,881
-284
| -7% | -$16K | 0.04% | 373 |
|
|
2022
Q1 | $287K | Buy |
+4,165
| New | +$287K | 0.05% | 355 |
|
|
2021
Q3 | – | Sell |
-3,643
| Closed | -$235K | – | 470 |
|
|
2021
Q2 | $235K | Hold |
3,643
| – | – | 0.04% | 416 |
|
|
2021
Q1 | $226K | Buy |
3,643
+120
| +3% | +$7.44K | 0.04% | 386 |
|
|
2020
Q4 | $205K | Buy |
+3,523
| New | +$205K | 0.04% | 360 |
|
|
2017
Q3 | – | Sell |
-4,148
| Closed | -$133K | – | 245 |
|
|
2017
Q2 | $133K | Buy |
+4,148
| New | +$133K | 0.06% | 214 |
|