Winthrop Partners - WNY’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.09M | Hold |
24,830
| – | – | 0.74% | 48 |
|
|
2019
Q2 | $1.29M | Sell |
24,830
-264
| -1% | -$13.7K | 0.96% | 40 |
|
|
2019
Q1 | $1.25M | Buy |
25,094
+264
| +1% | +$13.2K | 0.98% | 36 |
|
|
2018
Q4 | $1.07M | Hold |
24,830
| – | – | 1% | 31 |
|
|
2018
Q3 | $1.1M | Hold |
24,830
| – | – | 0.89% | 37 |
|
|
2018
Q2 | $1.11M | Hold |
24,830
| – | – | 0.92% | 33 |
|
|
2018
Q1 | $966K | Hold |
24,830
| – | – | 0.74% | 42 |
|
|
2017
Q4 | $1M | Buy |
+24,830
| New | +$1M | 0.82% | 40 |
|