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Atlas Private Wealth Advisors’s Helmerich & Payne HP Stock Holding History

Atlas Private Wealth Advisors’s Portfolio HP Stock Details HP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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% -$4.3K 0.35% 62
2021
Q2 		$797K Hold
24,436
– – 0.43% 48
2021
Q1 		$659K Buy
24,436
+2,763
+13% +$76.3K 0.37% 62
2020
Q4 		$502K Sell
21,673
-1,100
-5% -$21.3K 0.34% 68
2020
Q3 		$334K Sell
22,773
-545
-2% -$9.49K 0.28% 76
2020
Q2 		$455K Buy
+23,318
New +$455K 0.4% 58

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