Wills Financial Group’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,701
| Closed | -$202K | – | 58 |
|
|
2018
Q4 | $202K | Sell |
4,701
-1,093
| -19% | -$47K | 0.16% | 58 |
|
|
2018
Q3 | $257K | Sell |
5,794
-196
| -3% | -$8.69K | 0.17% | 65 |
|
|
2018
Q2 | $267K | Sell |
5,990
-1,475
| -20% | -$65.7K | 0.19% | 64 |
|
|
2018
Q1 | $295K | Sell |
7,465
-1,957
| -21% | -$77.3K | 0.22% | 61 |
|
|
2017
Q4 | $386K | Buy |
+9,422
| New | +$386K | 0.27% | 60 |
|
|
2015
Q4 | – | Sell |
-20,513
| Closed | -$578K | – | 78 |
|
|
2015
Q3 | $578K | Sell |
20,513
-352
| -2% | -$9.92K | 0.53% | 46 |
|
|
2015
Q2 | $757K | Sell |
20,865
-883
| -4% | -$32K | 0.65% | 42 |
|
|
2015
Q1 | $854K | Sell |
21,748
-173
| -0.8% | -$6.79K | 0.7% | 41 |
|
|
2014
Q4 | $877K | Sell |
21,921
-4,184
| -16% | -$167K | 0.71% | 38 |
|
|
2014
Q3 | $1.3M | Buy |
26,105
+1,006
| +4% | +$50.1K | 1.1% | 30 |
|
|
2014
Q2 | $1.45M | Buy |
25,099
+6,149
| +32% | +$356K | 1.2% | 30 |
|
|
2014
Q1 | $1.09M | Buy |
18,950
+1,809
| +11% | +$104K | 1.03% | 34 |
|
|
2013
Q4 | $988K | Buy |
+17,141
| New | +$988K | 1.02% | 35 |
|