AFT Forsyth & Company’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,225
| Closed | -$213K | – | 139 |
|
|
2019
Q2 | $213K | Sell |
10,225
-3,825
| -27% | -$79.7K | 0.18% | 132 |
|
|
2019
Q1 | $273K | Sell |
14,050
-1,710
| -11% | -$33.2K | 0.24% | 117 |
|
|
2018
Q4 | $322K | Sell |
15,760
-1,950
| -11% | -$39.8K | 0.32% | 100 |
|
|
2018
Q3 | $456K | Hold |
17,710
| – | – | 0.38% | 91 |
|
|
2018
Q2 | $402K | Hold |
17,710
| – | – | 0.35% | 97 |
|
|
2018
Q1 | $388K | Hold |
17,710
| – | – | 0.36% | 94 |
|
|
2017
Q4 | $372K | Buy |
+17,710
| New | +$372K | 0.36% | 94 |
|
|
2013
Q3 | $31K | Buy |
+3,303
| New | +$31K | 0.04% | 205 |
|