Beaumont Financial Advisors’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,064
| Closed | -$220K | – | 333 |
|
|
2022
Q1 | $220K | Buy |
6,064
+31
| +0.5% | +$1.13K | 0.02% | 336 |
|
|
2021
Q4 | $227K | Buy |
+6,033
| New | +$227K | 0.02% | 331 |
|
|
2021
Q3 | – | Sell |
-7,230
| Closed | -$218K | – | 372 |
|
|
2021
Q2 | $218K | Hold |
7,230
| – | – | 0.02% | 347 |
|
|
2021
Q1 | $230K | Sell |
7,230
-9,426
| -57% | -$300K | 0.02% | 314 |
|
|
2020
Q4 | $410K | Sell |
16,656
-1,705
| -9% | -$42K | 0.04% | 221 |
|
|
2020
Q3 | $349K | Buy |
18,361
+73
| +0.4% | +$1.39K | 0.03% | 236 |
|
|
2020
Q2 | $319K | Sell |
18,288
-6,058
| -25% | -$106K | 0.03% | 224 |
|
|
2020
Q1 | $423K | Hold |
24,346
| – | – | 0.05% | 161 |
|
|
2019
Q4 | $500K | Buy |
24,346
+805
| +3% | +$16.5K | 0.05% | 178 |
|
|
2019
Q3 | $445K | Buy |
+23,541
| New | +$445K | 0.04% | 181 |
|