AE Wealth Management’s HashiCorp, Inc. Class A Common Stock HCP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-20,157
Closed -$590K 2070
2023
Q1
$590K Sell
20,157
-1,240
-6% -$36.3K ﹤0.01% 1260
2022
Q4
$585K Buy
21,397
+4,056
+23% +$111K ﹤0.01% 1223
2022
Q3
$558K Buy
17,341
+1,445
+9% +$46.5K ﹤0.01% 1198
2022
Q2
$468K Buy
+15,896
New +$468K ﹤0.01% 1234