WealthPLAN Partners’s Black Hills Corp BKH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,814
| Closed | -$260K | – | 311 |
|
|
2023
Q4 | $260K | Sell |
4,814
-130,964
| -96% | -$6.72M | 0.03% | 283 |
|
|
2023
Q3 | $6.87M | Buy |
135,778
+70,828
| +109% | +$4.02M | 0.8% | 37 |
|
|
2023
Q2 | $3.91M | Sell |
64,950
-75,572
| -54% | -$4.79M | 0.55% | 45 |
|
|
2023
Q1 | $8.87M | Sell |
140,522
-155,327
| -53% | -$10.2M | 1.01% | 28 |
|
|
2022
Q4 | $18.8M | Buy |
+295,849
| New | +$19.9M | 1.31% | 19 |
|
|
2022
Q1 | $17M | Buy |
232,406
+17,965
| +8% | +$1.25M | 1.18% | 20 |
|
|
2021
Q4 | $14.5M | Buy |
214,441
+12,248
| +6% | +$812K | 0.96% | 32 |
|
|
2021
Q3 | $13.5M | Buy |
202,193
+12,622
| +7% | +$861K | 0.9% | 38 |
|
|
2021
Q2 | $13.5M | Buy |
189,571
+17,906
| +10% | +$1.22M | 0.95% | 36 |
|
|
2021
Q1 | $11.8M | Buy |
171,665
+15,045
| +10% | +$935K | 0.92% | 35 |
|
|
2020
Q4 | $9.55M | Buy |
156,620
+18,268
| +13% | +$1.09M | 0.81% | 41 |
|
|
2020
Q3 | $8.51M | Buy |
138,352
+20,558
| +17% | +$1.17M | 0.83% | 37 |
|
|
2020
Q2 | $6.95M | Buy |
117,794
+12,875
| +12% | +$779K | 0.72% | 43 |
|
|
2020
Q1 | $5.96M | Buy |
104,919
+11,680
| +13% | +$883K | 0.77% | 44 |
|
|
2019
Q4 | $7.82M | Buy |
93,239
+4,813
| +5% | +$371K | 0.92% | 26 |
|
|
2019
Q3 | $6.69M | Buy |
88,426
+5,786
| +7% | +$450K | 0.91% | 29 |
|
|
2019
Q2 | $6.32M | Sell |
82,640
-4,099
| -5% | -$309K | 0.95% | 26 |
|
|
2019
Q1 | $6.58M | Buy |
86,739
+4,905
| +6% | +$338K | 1.03% | 21 |
|
|
2018
Q4 | $5.7M | Buy |
81,834
+41,945
| +105% | +$2.64M | 0.92% | 31 |
|
|
2018
Q3 | $2.57M | Buy |
39,889
+6,167
| +18% | +$370K | 0.47% | 62 |
|
|
2018
Q2 | $2.06M | Buy |
+33,722
| New | +$1.92M | 0.42% | 70 |
|
Other funds holding BKH
N
