Winslow Evans & Crocker’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $18K | Buy |
318
+224
| +238% | +$12.7K | ﹤0.01% | 811 |
|
|
2020
Q3 | $4K | Hold |
94
| – | – | ﹤0.01% | 901 |
|
|
2020
Q2 | $4K | Hold |
94
| – | – | ﹤0.01% | 909 |
|
|
2020
Q1 | $4K | Hold |
94
| – | – | ﹤0.01% | 876 |
|
|
2019
Q4 | $6K | Hold |
94
| – | – | ﹤0.01% | 920 |
|
|
2019
Q3 | $6K | Hold |
94
| – | – | ﹤0.01% | 898 |
|
|
2019
Q2 | $6K | Sell |
94
-94
| -50% | -$6K | ﹤0.01% | 916 |
|
|
2019
Q1 | $10K | Buy |
188
+94
| +100% | +$5K | ﹤0.01% | 802 |
|
|
2018
Q4 | $6K | Hold |
94
| – | – | ﹤0.01% | 856 |
|
|
2018
Q3 | $6K | Hold |
94
| – | – | ﹤0.01% | 884 |
|
|
2018
Q2 | $6K | Hold |
94
| – | – | ﹤0.01% | 886 |
|
|
2018
Q1 | $3.73K | Hold |
94
| – | – | ﹤0.01% | 946 |
|
|
2017
Q4 | $3.86K | Hold |
94
| – | – | ﹤0.01% | 960 |
|
|
2017
Q3 | $3.41K | Sell |
94
-3,195
| -97% | -$116K | ﹤0.01% | 979 |
|
|
2017
Q2 | $107K | Sell |
3,289
-4,991
| -60% | -$162K | 0.03% | 422 |
|
|
2017
Q1 | $268K | Sell |
8,280
-840
| -9% | -$27.2K | 0.08% | 252 |
|
|
2016
Q4 | $291K | Buy |
9,120
+8,938
| +4,911% | +$285K | 0.09% | 235 |
|
|
2016
Q3 | $5.58K | Hold |
182
| – | – | ﹤0.01% | 1041 |
|
|
2016
Q2 | $4.6K | Buy |
182
+2
| +1% | +$51 | ﹤0.01% | 1049 |
|
|
2016
Q1 | $4.17K | Sell |
180
-2
| -1% | -$46 | ﹤0.01% | 1058 |
|
|
2015
Q4 | $4.15K | Hold |
182
| – | – | ﹤0.01% | 1097 |
|
|
2015
Q3 | $5.09K | Sell |
182
-29
| -14% | -$811 | ﹤0.01% | 1032 |
|
|
2015
Q2 | $7.61K | Sell |
211
-11
| -5% | -$397 | ﹤0.01% | 996 |
|
|
2015
Q1 | $8.69K | Hold |
222
| – | – | ﹤0.01% | 918 |
|
|
2014
Q4 | $8.85K | Hold |
222
| – | – | ﹤0.01% | 912 |
|
|
2014
Q3 | $11K | Buy |
222
+1
| +0.5% | +$50 | ﹤0.01% | 875 |
|
|
2014
Q2 | $12.8K | Sell |
221
-42
| -16% | -$2.43K | ﹤0.01% | 788 |
|
|
2014
Q1 | $15K | Sell |
263
-56
| -18% | -$3.2K | 0.01% | 740 |
|
|
2013
Q4 | $18K | Buy |
+319
| New | +$18K | 0.01% | 721 |
|