WESPAC Advisors’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 |
-3,438
| Closed | -$213K | – | 109 |
|
|
2022
Q4 | $213K | Buy |
+3,438
| New | +$213K | 0.37% | 60 |
|
|
2022
Q3 | – | Sell |
-4,220
| Closed | -$237K | – | 83 |
|
|
2022
Q2 | $237K | Buy |
+4,220
| New | +$237K | 0.18% | 79 |
|
|
2021
Q4 | – | Sell |
-4,484
| Closed | -$214K | – | 148 |
|
|
2021
Q3 | $214K | Buy |
+4,484
| New | +$214K | 0.13% | 160 |
|
|
2021
Q2 | – | Sell |
-4,484
| Closed | -$278K | – | 104 |
|
|
2021
Q1 | $278K | Hold |
4,484
| – | – | 0.21% | 129 |
|
|
2020
Q4 | $261K | Buy |
+4,484
| New | +$261K | 0.2% | 117 |
|
|
2014
Q3 | – | Sell |
-3,719
| Closed | -$215K | – | 132 |
|
|
2014
Q2 | $215K | Sell |
3,719
-172
| -4% | -$9.94K | 0.24% | 105 |
|
|
2014
Q1 | $223K | Hold |
3,891
| – | – | 0.19% | 120 |
|
|
2013
Q4 | $224K | Buy |
3,891
+172
| +5% | +$9.9K | 0.19% | 122 |
|
|
2013
Q3 | $209K | Buy |
+3,719
| New | +$209K | 0.24% | 103 |
|