Arete Wealth Advisors’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,111
| Closed | -$108K | – | 386 |
|
|
2020
Q1 | $108K | Sell |
11,111
-5,609
| -34% | -$54.5K | 0.02% | 322 |
|
|
2019
Q4 | $265K | Buy |
16,720
+2,277
| +16% | +$36.1K | 0.05% | 322 |
|
|
2019
Q3 | $219K | Buy |
14,443
+4
| +0% | +$61 | 0.04% | 352 |
|
|
2019
Q2 | $216K | Buy |
14,439
+3
| +0% | +$45 | 0.04% | 354 |
|
|
2019
Q1 | $223K | Buy |
+14,436
| New | +$223K | 0.05% | 337 |
|
|
2018
Q1 | – | Sell |
-17,223
| Closed | -$247K | – | 332 |
|
|
2017
Q4 | $247K | Buy |
+17,223
| New | +$247K | 0.08% | 263 |
|