Baldwin Wealth Partners’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-125
| Closed | -$5.27K | – | 752 |
|
|
2023
Q3 | $5.27K | Sell |
125
-126
| -50% | -$5.31K | ﹤0.01% | 623 |
|
|
2023
Q2 | $8.9K | Sell |
251
-1
| -0.4% | -$35 | ﹤0.01% | 599 |
|
|
2023
Q1 | $8.99K | Buy |
252
+2
| +0.8% | +$71 | ﹤0.01% | 625 |
|
|
2022
Q4 | $12.4K | Buy |
+250
| New | +$12.4K | ﹤0.01% | 591 |
|
|
2017
Q2 | – | Sell |
-214
| Closed | -$14K | – | 485 |
|
|
2017
Q1 | $14K | Buy |
+214
| New | +$14K | ﹤0.01% | 404 |
|