Valeo Financial Advisors’s BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) BBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-137
| Closed | -$8K | – | 2022 |
|
|
2021
Q1 | $8K | Hold |
137
| – | – | ﹤0.01% | 1351 |
|
|
2020
Q4 | $7K | Hold |
137
| – | – | ﹤0.01% | 1280 |
|
|
2020
Q3 | $6K | Buy |
137
+38
| +38% | +$1.66K | ﹤0.01% | 1184 |
|
|
2020
Q2 | $4K | Buy |
+99
| New | +$4K | ﹤0.01% | 1561 |
|
|
2019
Q4 | – | Sell |
-54
| Closed | -$2K | – | 1786 |
|
|
2019
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 1417 |
|
|
2019
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 1368 |
|
|
2019
Q1 | $3K | Buy |
54
+1
| +2% | +$56 | ﹤0.01% | 1322 |
|
|
2018
Q4 | $2K | Sell |
53
-39
| -42% | -$1.47K | ﹤0.01% | 1341 |
|
|
2018
Q3 | $4K | Hold |
92
| – | – | ﹤0.01% | 1306 |
|
|
2018
Q2 | $4K | Sell |
92
-35
| -28% | -$1.52K | ﹤0.01% | 1222 |
|
|
2018
Q1 | $5K | Hold |
127
| – | – | ﹤0.01% | 1171 |
|
|
2017
Q4 | $5K | Buy |
127
+32
| +34% | +$1.26K | ﹤0.01% | 1044 |
|
|
2017
Q3 | $3K | Buy |
+95
| New | +$3K | ﹤0.01% | 990 |
|