Avantax Planning Partners’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-709
| Closed | -$49K | – | 677 |
|
|
2018
Q3 | $49K | Buy |
+709
| New | +$49K | ﹤0.01% | 493 |
|
|
2018
Q2 | – | Sell |
-4,617
| Closed | -$307K | – | 758 |
|
|
2018
Q1 | $307K | Sell |
4,617
-375
| -8% | -$24.9K | 0.03% | 225 |
|
|
2017
Q4 | $323K | Sell |
4,992
-503
| -9% | -$32.5K | 0.03% | 220 |
|
|
2017
Q3 | $286K | Buy |
+5,495
| New | +$286K | 0.02% | 281 |
|
|
2017
Q2 | – | Sell |
-3,265
| Closed | -$217K | – | 343 |
|
|
2017
Q1 | $217K | Hold |
3,265
| – | – | 0.02% | 305 |
|
|
2016
Q4 | $253K | Buy |
+3,265
| New | +$253K | 0.03% | 252 |
|