Barrett Asset Management’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-242
| Closed | -$4K | – | 324 |
|
|
2021
Q4 | $4K | Buy |
242
+142
| +142% | +$2.35K | ﹤0.01% | 568 |
|
|
2021
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 478 |
|
|
2021
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 457 |
|
|
2021
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 439 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$1K | – | 368 |
|
|
2019
Q2 | $1K | Sell |
100
-537
| -84% | -$5.37K | ﹤0.01% | 362 |
|
|
2019
Q1 | $10K | Buy |
637
+100
| +19% | +$1.57K | ﹤0.01% | 319 |
|
|
2018
Q4 | $7K | Buy |
+537
| New | +$7K | ﹤0.01% | 327 |
|
|
2018
Q1 | – | Sell |
-55
| Closed | -$1K | – | 392 |
|
|
2017
Q4 | $1K | Buy |
+55
| New | +$1K | ﹤0.01% | 392 |
|