Baldwin Wealth Partners’s Hewlett Packard HPE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-17	Closed	-$295	–	753
2023 Q3	$295	Hold	17	–	–	﹤0.01%	738
2023 Q2	$286	Hold	17	–	–	﹤0.01%	752
2023 Q1	$271	Hold	17	–	–	﹤0.01%	788
2022 Q4	$271	Sell	17 -383	-96%	-$6.11K	﹤0.01%	771
2022 Q3	$5K	Hold	400	–	–	﹤0.01%	561
2022 Q2	$5K	Hold	400	–	–	﹤0.01%	588
2022 Q1	$7K	Hold	400	–	–	﹤0.01%	564
2021 Q4	$6K	Hold	400	–	–	﹤0.01%	540
2021 Q3	$6K	Hold	400	–	–	﹤0.01%	557
2021 Q2	$6K	Hold	400	–	–	﹤0.01%	568
2021 Q1	$6K	Sell	400 -474	-54%	-$7.11K	﹤0.01%	545
2020 Q4	$10K	Hold	874	–	–	﹤0.01%	455
2020 Q3	$8K	Buy	874 +474	+119%	+$4.34K	﹤0.01%	444
2020 Q2	$4K	Hold	400	–	–	﹤0.01%	480
2020 Q1	$4K	Sell	400 -800	-67%	-$8K	﹤0.01%	482
2019 Q4	$19K	Sell	1,200 -400	-25%	-$6.33K	﹤0.01%	409
2019 Q3	$24K	Hold	1,600	–	–	﹤0.01%	386
2019 Q2	$24K	Hold	1,600	–	–	﹤0.01%	379
2019 Q1	$25K	Hold	1,600	–	–	﹤0.01%	376
2018 Q4	$21K	Hold	1,600	–	–	﹤0.01%	377
2018 Q3	$26K	Hold	1,600	–	–	﹤0.01%	380
2018 Q2	$23K	Hold	1,600	–	–	﹤0.01%	388
2018 Q1	$28K	Hold	1,600	–	–	﹤0.01%	354
2017 Q4	$23K	Hold	1,600	–	–	﹤0.01%	356
2017 Q3	$24K	Sell	1,600 -462	-22%	-$6.93K	﹤0.01%	344
2017 Q2	$27K	Sell	2,062 -691	-25%	-$9.05K	﹤0.01%	352
2017 Q1	$38K	Hold	2,753	–	–	0.01%	319
2016 Q4	$37K	Hold	2,753	–	–	0.01%	314
2016 Q3	$36K	Buy	+2,753	New	+$36K	0.01%	326
2016 Q1	–	Sell	-31,135	Closed	-$275K	–	496
2015 Q4	$275K	Buy	+31,135	New	+$275K	0.04%	190