B. Riley Wealth Management’s HP HPQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-30,039
| Closed | -$739K | – | 456 |
|
2020
Q4 | $739K | Sell |
30,039
-3,412
| -10% | -$83.9K | 0.1% | 168 |
|
2020
Q3 | $635K | Buy |
33,451
+3,250
| +11% | +$61.7K | 0.07% | 197 |
|
2020
Q2 | $526K | Sell |
30,201
-2,527
| -8% | -$44K | 0.06% | 220 |
|
2020
Q1 | $568K | Sell |
32,728
-8,501
| -21% | -$148K | 0.06% | 255 |
|
2019
Q4 | $847K | Sell |
41,229
-3,768
| -8% | -$77.4K | 0.13% | 161 |
|
2019
Q3 | $851K | Sell |
44,997
-9,200
| -17% | -$174K | 0.15% | 148 |
|
2019
Q2 | $1.13K | Sell |
54,197
-6,300
| -10% | -$131 | 0.17% | 115 |
|
2019
Q1 | $1.18M | Sell |
60,497
-700
| -1% | -$13.6K | 0.2% | 112 |
|
2018
Q4 | $1.25M | Buy |
+61,197
| New | +$1.25M | 0.26% | 89 |
|
2015
Q3 | – | Sell |
-557
| Closed | -$7K | – | 402 |
|
2015
Q2 | $7K | Hold |
557
| – | – | 0.01% | 807 |
|
2015
Q1 | $7K | Hold |
557
| – | – | 0.01% | 805 |
|
2014
Q4 | $10K | Hold |
557
| – | – | 0.01% | 730 |
|
2014
Q3 | $8K | Sell |
557
-12,215
| -96% | -$175K | 0.01% | 825 |
|
2014
Q2 | $195K | Hold |
12,772
| – | – | 0.13% | 219 |
|
2014
Q1 | $188K | Buy |
+12,772
| New | +$188K | 0.14% | 207 |
|