VisionPoint Advisory Group’s BHP BHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,819
| Closed | -$124K | – | 824 |
|
2023
Q4 | $124K | Sell |
1,819
-434
| -19% | -$29.6K | 0.05% | 175 |
|
2023
Q3 | $128K | Sell |
2,253
-7,011
| -76% | -$399K | 0.05% | 170 |
|
2023
Q2 | $553K | Buy |
9,264
+1,661
| +22% | +$99.1K | 0.23% | 86 |
|
2023
Q1 | $442K | Sell |
7,603
-2,334
| -23% | -$136K | 0.2% | 85 |
|
2022
Q4 | $663K | Sell |
9,937
-2,502
| -20% | -$167K | 0.27% | 64 |
|
2022
Q3 | $622K | Buy |
12,439
+1,161
| +10% | +$58.1K | 0.3% | 41 |
|
2022
Q2 | $624K | Buy |
+11,278
| New | +$624K | 0.25% | 52 |
|