YWP
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YorkBridge Wealth Partners’s BHP BHP Stock Holding History

YorkBridge Wealth Partners’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$583K Sell
9,392
-1,157
-11% -$65.1K 0.15% 118
2022
Q3 		$528K Buy
10,549
+249
+2% +$13.2K 0.14% 116
2022
Q2 		$579K Sell
10,300
-2,092
-17% -$130K 0.15% 115
2022
Q1 		$854K Buy
12,392
+1,836
+17% +$112K 0.19% 93
2021
Q4 		$568K Sell
10,556
-1,383
-12% -$69.2K 0.13% 126
2021
Q3 		$570K Buy
11,939
+1,053
+10% +$64.3K 0.14% 116
2021
Q2 		$707K Buy
10,886
+36
+0.3% +$2.38K 0.18% 99
2021
Q1 		$672K Buy
+10,850
New +$698K 0.2% 93
2017
Q4 		– Sell
-148
Closed -$5K – 866
2017
Q3 		$5K Hold
148
– – ﹤0.01% 703
2017
Q2 		$5K Hold
148
– – ﹤0.01% 697
2017
Q1 		$5K Buy
148
+113
+323% +$3.9K ﹤0.01% 688
2016
Q4 		$1K Buy
+35
New +$1.13K ﹤0.01% 818

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