Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-197
| Closed | -$10K | – | 2563 |
|
|
2019
Q1 | $10K | Sell |
197
-72
| -27% | -$3.66K | ﹤0.01% | 1560 |
|
|
2018
Q4 | $11K | Hold |
269
| – | – | ﹤0.01% | 1452 |
|
|
2018
Q3 | $12K | Hold |
269
| – | – | ﹤0.01% | 1471 |
|
|
2018
Q2 | $12K | Buy |
269
+11
| +4% | +$491 | ﹤0.01% | 1482 |
|
|
2018
Q1 | $10K | Buy |
258
+21
| +9% | +$814 | ﹤0.01% | 1594 |
|
|
2017
Q4 | $10K | Buy |
237
+9
| +4% | +$380 | ﹤0.01% | 1612 |
|
|
2017
Q3 | $8K | Sell |
228
-53
| -19% | -$1.86K | ﹤0.01% | 1675 |
|
|
2017
Q2 | $9K | Buy |
281
+199
| +243% | +$6.37K | ﹤0.01% | 1597 |
|
|
2017
Q1 | $3K | Sell |
82
-80
| -49% | -$2.93K | ﹤0.01% | 1666 |
|
|
2016
Q4 | $5K | Hold |
162
| – | – | ﹤0.01% | 1406 |
|
|
2016
Q3 | $5K | Hold |
162
| – | – | ﹤0.01% | 1414 |
|
|
2016
Q2 | $4K | Hold |
162
| – | – | ﹤0.01% | 1414 |
|
|
2016
Q1 | $4K | Buy |
162
+84
| +108% | +$2.07K | ﹤0.01% | 1426 |
|
|
2015
Q4 | $2K | Buy |
+78
| New | +$2K | ﹤0.01% | 1576 |
|