West Coast Financial’s BHP BHP Stock Holding History

West Coast Financial’s Portfolio BHP Stock Details BHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-8,033	Closed	-$509K	–	152
2023 Q1	$509K	Buy	8,033 +1,045	+15%	+$66.3K	0.08%	88
2022 Q4	$434K	Buy	6,988 +1,241	+22%	+$77K	0.07%	91
2022 Q3	$288K	Hold	5,747	–	–	0.05%	98
2022 Q2	$323K	Sell	5,747 -610	-10%	-$34.3K	0.06%	94
2022 Q1	$438K	Hold	6,357	–	–	0.07%	89
2021 Q4	$342K	Buy	+6,357	New	+$342K	0.05%	107
2021 Q3	–	Sell	-3,486	Closed	-$227K	–	134
2021 Q2	$227K	Hold	3,486	–	–	0.04%	124
2021 Q1	$216K	Hold	3,486	–	–	0.04%	121
2020 Q4	$203K	Buy	+3,486	New	+$203K	0.04%	118
2020 Q1	–	Sell	-4,204	Closed	-$205K	–	98
2019 Q4	$205K	Buy	+4,204	New	+$205K	0.04%	106
2019 Q3	–	Sell	-4,204	Closed	-$218K	–	110
2019 Q2	$218K	Hold	4,204	–	–	0.05%	106
2019 Q1	$205K	Buy	+4,204	New	+$205K	0.05%	112
2018 Q3	–	Sell	-5,661	Closed	-$253K	–	135
2018 Q2	$253K	Hold	5,661	–	–	0.07%	97
2018 Q1	$224K	Sell	5,661 -1,704	-23%	-$67.4K	0.06%	100
2017 Q4	$302K	Sell	7,365 -168	-2%	-$6.89K	0.09%	94
2017 Q3	$272K	Buy	7,533 +168	+2%	+$6.07K	0.07%	118
2017 Q2	$234K	Sell	7,365 -1,637	-18%	-$52K	0.07%	106
2017 Q1	$292K	Sell	9,002 -1,177	-12%	-$38.2K	0.09%	102
2016 Q4	$325K	Buy	10,179 +1,289	+14%	+$41.2K	0.1%	100
2016 Q3	$275K	Buy	8,890 +673	+8%	+$20.8K	0.09%	112
2016 Q2	$209K	Buy	+8,217	New	+$209K	0.08%	107
2015 Q4	–	Sell	-10,123	Closed	-$286K	–	91
2015 Q3	$286K	Buy	10,123 +3,038	+43%	+$85.8K	0.13%	80
2015 Q2	$257K	Sell	7,085 -147	-2%	-$5.33K	0.11%	82
2015 Q1	$284K	Buy	7,232 +1,715	+31%	+$67.3K	0.13%	79
2014 Q4	$221K	Sell	5,517 -1,662	-23%	-$66.6K	0.11%	82
2014 Q3	$357K	Sell	7,179 -1,655	-19%	-$82.3K	0.2%	71
2014 Q2	$511K	Sell	8,834 -1,059	-11%	-$61.3K	0.27%	68
2014 Q1	$567K	Sell	9,893 -14,673	-60%	-$841K	0.29%	71
2013 Q4	$1.42M	Buy	24,566 +475	+2%	+$27.4K	0.73%	55
2013 Q3	$1.36M	Buy	24,091 +1,218	+5%	+$68.5K	0.75%	58
2013 Q2	$1.12M	Buy	+22,873	New	+$1.12M	0.61%	62