Affinity Wealth Management’s HP HPQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-8,440
| Closed | -$217K | – | 108 |
|
2023
Q3 | $217K | Hold |
8,440
| – | – | 0.05% | 94 |
|
2023
Q2 | $259K | Buy |
8,440
+734
| +10% | +$22.5K | 0.06% | 87 |
|
2023
Q1 | $226K | Buy |
+7,706
| New | +$226K | 0.05% | 100 |
|
2022
Q3 | – | Sell |
-6,307
| Closed | -$200K | – | 100 |
|
2022
Q2 | $200K | Buy |
+6,307
| New | +$200K | 0.05% | 96 |
|
2019
Q1 | – | Sell |
-41,153
| Closed | -$842K | – | 105 |
|
2018
Q4 | $842K | Buy |
+41,153
| New | +$842K | 0.51% | 34 |
|