APWA
Atlas Private Wealth Advisors’s Helmerich & Payne HP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-24,282
| Closed | -$575K | – | 146 |
|
|
2021
Q4 | $575K | Hold |
24,282
| – | – | 0.27% | 86 |
|
|
2021
Q3 | $666K | Sell |
24,282
-154
| -0.6% | -$4.22K | 0.35% | 62 |
|
|
2021
Q2 | $797K | Hold |
24,436
| – | – | 0.43% | 48 |
|
|
2021
Q1 | $659K | Buy |
24,436
+2,763
| +13% | +$74.5K | 0.37% | 62 |
|
|
2020
Q4 | $502K | Sell |
21,673
-1,100
| -5% | -$25.5K | 0.34% | 68 |
|
|
2020
Q3 | $334K | Sell |
22,773
-545
| -2% | -$7.99K | 0.28% | 76 |
|
|
2020
Q2 | $455K | Buy |
+23,318
| New | +$455K | 0.4% | 58 |
|