B. Riley Wealth Advisors’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,819
| Closed | -$208K | – | 1587 |
|
|
2023
Q1 | $208K | Buy |
+5,819
| New | +$208K | 0.01% | 1275 |
|
|
2016
Q2 | – | Sell |
-4,340
| Closed | -$255K | – | 630 |
|
|
2016
Q1 | $255K | Buy |
+4,340
| New | +$255K | 0.06% | 393 |
|
|
2015
Q1 | – | Sell |
-81
| Closed | -$5 | – | 1187 |
|
|
2014
Q4 | $5 | Sell |
81
-2,007
| -96% | -$124 | ﹤0.01% | 3141 |
|
|
2014
Q3 | $204K | Sell |
2,088
-2,624
| -56% | -$256K | 0.05% | 502 |
|
|
2014
Q2 | $305K | Buy |
4,712
+2,994
| +174% | +$194K | 0.07% | 309 |
|
|
2014
Q1 | $185K | Buy |
+1,718
| New | +$185K | 0.06% | 415 |
|