WealthPlan Investment Management’s Black Hills Corp BKH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-176,146
| Closed | -$8.91M | – | 192 |
|
|
2023
Q3 | $8.91M | Buy |
176,146
+89,488
| +103% | +$4.53M | 1.58% | 19 |
|
|
2023
Q2 | $5.22M | Sell |
86,658
-84,578
| -49% | -$5.1M | 1.56% | 15 |
|
|
2023
Q1 | $10.8M | Sell |
171,236
-122,459
| -42% | -$7.73M | 1.86% | 9 |
|
|
2022
Q4 | $18.7M | Buy |
293,695
+6,548
| +2% | +$417K | 1.31% | 19 |
|
|
2022
Q3 | $20M | Buy |
+287,147
| New | +$20M | 1.46% | 12 |
|
|
2022
Q1 | $17M | Buy |
+232,406
| New | +$17M | 1.18% | 20 |
|