Aris Wealth Services’s HP HPQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | $19K | Sell |
1,618
-51,426
| -97% | -$604K | 0.04% | 175 |
|
2015
Q2 | $723K | Buy |
53,044
+3,193
| +6% | +$43.5K | 0.66% | 56 |
|
2015
Q1 | $705K | Buy |
49,851
+3,798
| +8% | +$53.7K | 0.66% | 55 |
|
2014
Q4 | $839K | Buy |
46,053
+342
| +0.7% | +$6.23K | 0.93% | 31 |
|
2014
Q3 | $736K | Buy |
45,711
+1,858
| +4% | +$29.9K | 0.91% | 27 |
|
2014
Q2 | $671K | Buy |
43,853
+1,594
| +4% | +$24.4K | 0.88% | 29 |
|
2014
Q1 | $621K | Buy |
42,259
+14,626
| +53% | +$215K | 0.91% | 31 |
|
2013
Q4 | $351K | Buy |
+27,633
| New | +$351K | 0.59% | 63 |
|