Wright Investors Service’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-14,321
| Closed | -$742K | – | 146 |
|
|
2019
Q2 | $742K | Buy |
14,321
+951
| +7% | +$49.3K | 0.28% | 87 |
|
|
2019
Q1 | $652K | Buy |
+13,370
| New | +$652K | 0.26% | 91 |
|
|
2018
Q1 | – | Sell |
-6,129
| Closed | -$251K | – | 191 |
|
|
2017
Q4 | $251K | Sell |
6,129
-6,692
| -52% | -$274K | 0.08% | 184 |
|
|
2017
Q3 | $464K | Sell |
12,821
-48
| -0.4% | -$1.74K | 0.17% | 143 |
|
|
2017
Q2 | $409K | Sell |
12,869
-6,160
| -32% | -$196K | 0.15% | 166 |
|
|
2017
Q1 | $617K | Sell |
19,029
-2,472
| -11% | -$80.2K | 0.25% | 124 |
|
|
2016
Q4 | $686K | Sell |
21,501
-24,000
| -53% | -$766K | 0.3% | 112 |
|
|
2016
Q3 | $1.41M | Buy |
+45,501
| New | +$1.41M | 0.59% | 60 |
|
|
2014
Q2 | – | Sell |
-40,804
| Closed | -$2.34M | – | 215 |
|
|
2014
Q1 | $2.34M | Sell |
40,804
-31,961
| -44% | -$1.83M | 1.05% | 21 |
|
|
2013
Q4 | $4.2M | Buy |
72,765
+29,300
| +67% | +$1.69M | 1.85% | 6 |
|
|
2013
Q3 | $2.44M | Buy |
43,465
+23,677
| +120% | +$1.33M | 1.11% | 21 |
|
|
2013
Q2 | $965K | Buy |
+19,788
| New | +$965K | 0.46% | 71 |
|