BerganKDV Wealth Management’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1
| Closed | -$21 | – | 964 |
|
|
2023
Q1 | $21 | Hold |
1
| – | – | ﹤0.01% | 1048 |
|
|
2022
Q4 | $28 | Hold |
1
| – | – | ﹤0.01% | 1033 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1011 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1007 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1040 |
|
|
2021
Q4 | $0 | Sell |
1
-48
| -98% | – | ﹤0.01% | 1091 |
|
|
2021
Q3 | $1K | Buy |
49
+1
| +2% | +$20 | ﹤0.01% | 971 |
|
|
2021
Q2 | $2K | Hold |
48
| – | – | ﹤0.01% | 818 |
|
|
2021
Q1 | $1K | Hold |
48
| – | – | ﹤0.01% | 865 |
|
|
2020
Q4 | $1K | Buy |
48
+17
| +55% | +$354 | ﹤0.01% | 866 |
|
|
2020
Q3 | $0 | Buy |
+31
| New | – | ﹤0.01% | 949 |
|
|
2020
Q2 | – | Sell |
-26
| Closed | – | – | 1012 |
|
|
2020
Q1 | $0 | Hold |
26
| – | – | ﹤0.01% | 958 |
|
|
2019
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 856 |
|