YorkBridge Wealth Partners’s BHP BHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $583K | Sell |
9,392
-1,157
| -11% | -$71.8K | 0.15% | 118 |
|
|
2022
Q3 | $528K | Buy |
10,549
+249
| +2% | +$12.5K | 0.14% | 116 |
|
|
2022
Q2 | $579K | Sell |
10,300
-2,092
| -17% | -$118K | 0.15% | 115 |
|
|
2022
Q1 | $854K | Buy |
12,392
+1,836
| +17% | +$127K | 0.19% | 93 |
|
|
2021
Q4 | $568K | Sell |
10,556
-1,383
| -12% | -$74.4K | 0.13% | 126 |
|
|
2021
Q3 | $570K | Buy |
11,939
+1,053
| +10% | +$50.3K | 0.14% | 116 |
|
|
2021
Q2 | $707K | Buy |
10,886
+36
| +0.3% | +$2.34K | 0.18% | 99 |
|
|
2021
Q1 | $672K | Buy |
+10,850
| New | +$672K | 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% | +$3.82K | ﹤0.01% | 688 |
|
|
2016
Q4 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 818 |
|