WFG Advisors’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-25,684
| Closed | -$794K | – | 1554 |
|
|
2016
Q3 | $794K | Buy |
25,684
+2,332
| +10% | +$72.1K | 0.2% | 120 |
|
|
2016
Q2 | $595K | Buy |
23,352
+3,933
| +20% | +$100K | 0.16% | 154 |
|
|
2016
Q1 | $449K | Buy |
19,419
+6,478
| +50% | +$150K | 0.13% | 175 |
|
|
2015
Q4 | $297K | Buy |
12,941
+2,087
| +19% | +$47.9K | 0.09% | 225 |
|
|
2015
Q3 | $306K | Buy |
10,854
+4,415
| +69% | +$124K | 0.1% | 212 |
|
|
2015
Q2 | $234K | Buy |
6,439
+2,685
| +72% | +$97.6K | 0.06% | 301 |
|
|
2015
Q1 | $147K | Buy |
3,754
+3,057
| +439% | +$120K | 0.04% | 430 |
|
|
2014
Q4 | $28K | Sell |
697
-276
| -28% | -$11.1K | 0.01% | 1101 |
|
|
2014
Q3 | $48K | Buy |
973
+480
| +97% | +$23.7K | 0.01% | 934 |
|
|
2014
Q2 | $29K | Hold |
493
| – | – | 0.01% | 1123 |
|
|
2014
Q1 | $28K | Sell |
493
-1,412
| -74% | -$80.2K | 0.01% | 1117 |
|
|
2013
Q4 | $110K | Buy |
1,905
+229
| +14% | +$13.2K | 0.02% | 706 |
|
|
2013
Q3 | $94K | Buy |
1,676
+14
| +0.8% | +$785 | 0.01% | 713 |
|
|
2013
Q2 | $81K | Buy |
+1,662
| New | +$81K | 0.01% | 732 |
|