Beaumont Financial Advisors’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-15,242
| Closed | -$181K | – | 347 |
|
|
2020
Q4 | $181K | Sell |
15,242
-7,422
| -33% | -$88.1K | 0.02% | 324 |
|
|
2020
Q3 | $212K | Sell |
22,664
-77
| -0.3% | -$720 | 0.02% | 297 |
|
|
2020
Q2 | $221K | Hold |
22,741
| – | – | 0.02% | 260 |
|
|
2020
Q1 | $221K | Sell |
22,741
-4,305
| -16% | -$41.8K | 0.03% | 215 |
|
|
2019
Q4 | $429K | Buy |
27,046
+55
| +0.2% | +$872 | 0.04% | 196 |
|
|
2019
Q3 | $409K | Buy |
+26,991
| New | +$409K | 0.04% | 186 |
|