Baystate Wealth Management’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 | $5.44K | Buy |
320
+201
| +169% | +$3.42K | ﹤0.01% | 869 |
|
2023
Q3 | $2.08K | Buy |
119
+1
| +0.8% | +$17 | ﹤0.01% | 798 |
|
2023
Q2 | $1.99K | Buy |
118
+1
| +0.9% | +$17 | ﹤0.01% | 844 |
|
2023
Q1 | $1.88K | Buy |
117
+1
| +0.9% | +$16 | ﹤0.01% | 841 |
|
2022
Q4 | $2K | Buy |
116
+1
| +0.9% | +$17 | ﹤0.01% | 791 |
|
2022
Q3 | $1K | Buy |
115
+1
| +0.9% | +$9 | ﹤0.01% | 813 |
|
2022
Q2 | $2K | Buy |
114
+1
| +0.9% | +$18 | ﹤0.01% | 757 |
|
2022
Q1 | $2K | Hold |
113
| – | – | ﹤0.01% | 755 |
|
2021
Q4 | $2K | Buy |
113
+1
| +0.9% | +$18 | ﹤0.01% | 759 |
|
2021
Q3 | $2K | Buy |
112
+1
| +0.9% | +$18 | ﹤0.01% | 682 |
|
2021
Q2 | $2K | Buy |
111
+1
| +0.9% | +$18 | ﹤0.01% | 655 |
|
2021
Q1 | $2K | Buy |
110
+1
| +0.9% | +$18 | ﹤0.01% | 594 |
|
2020
Q4 | $1K | Buy |
109
+1
| +0.9% | +$9 | ﹤0.01% | 621 |
|
2020
Q3 | $1K | Buy |
108
+2
| +2% | +$19 | ﹤0.01% | 584 |
|
2020
Q2 | $1K | Buy |
106
+1
| +1% | +$9 | ﹤0.01% | 600 |
|
2020
Q1 | $1K | Sell |
105
-1,000
| -90% | -$9.52K | ﹤0.01% | 549 |
|
2019
Q4 | $18K | Buy |
1,105
+1,001
| +963% | +$16.3K | ﹤0.01% | 331 |
|
2019
Q3 | $2K | Buy |
104
+1
| +1% | +$19 | ﹤0.01% | 477 |
|
2019
Q2 | $2K | Sell |
103
-185
| -64% | -$3.59K | ﹤0.01% | 491 |
|
2019
Q1 | $5K | Buy |
288
+2
| +0.7% | +$35 | ﹤0.01% | 435 |
|
2018
Q4 | $4K | Buy |
286
+2
| +0.7% | +$28 | ﹤0.01% | 454 |
|
2018
Q3 | $4K | Buy |
284
+2
| +0.7% | +$28 | ﹤0.01% | 459 |
|
2018
Q2 | $4K | Buy |
282
+2
| +0.7% | +$28 | ﹤0.01% | 475 |
|
2018
Q1 | $5K | Hold |
280
| – | – | ﹤0.01% | 425 |
|
2017
Q4 | $4K | Hold |
280
| – | – | ﹤0.01% | 445 |
|
2017
Q3 | $4K | Sell |
280
-81
| -22% | -$1.16K | ﹤0.01% | 434 |
|
2017
Q2 | $5K | Buy |
361
+51
| +16% | +$706 | ﹤0.01% | 409 |
|
2017
Q1 | $3K | Hold |
310
| – | – | ﹤0.01% | 428 |
|
2016
Q4 | $4K | Buy |
+310
| New | +$4K | ﹤0.01% | 368 |
|