WealthPlan Investment Management’s BHP BHP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,925	Closed	-$329K	–	452
2022 Q4	$329K	Buy	4,925 +233	+5%	+$15.6K	0.02%	300
2022 Q3	$293K	Buy	+4,692	New	+$293K	0.02%	303
2022 Q1	$318K	Buy	+5,330	New	+$318K	0.02%	309