BerganKDV 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
Q2 | $17.4K | Sell |
1,037
-143
| -12% | -$2.4K | ﹤0.01% | 504 |
|
|
2023
Q1 | $18.8K | Sell |
1,180
-62
| -5% | -$988 | ﹤0.01% | 524 |
|
|
2022
Q4 | $19.8K | Sell |
1,242
-334
| -21% | -$5.33K | ﹤0.01% | 496 |
|
|
2022
Q3 | $19K | Buy |
1,576
+1
| +0.1% | +$12 | ﹤0.01% | 499 |
|
|
2022
Q2 | $21K | Buy |
1,575
+1
| +0.1% | +$13 | ﹤0.01% | 493 |
|
|
2022
Q1 | $26K | Buy |
1,574
+1
| +0.1% | +$17 | ﹤0.01% | 484 |
|
|
2021
Q4 | $25K | Buy |
1,573
+1
| +0.1% | +$16 | ﹤0.01% | 514 |
|
|
2021
Q3 | $22K | Hold |
1,572
| – | – | ﹤0.01% | 514 |
|
|
2021
Q2 | $23K | Buy |
1,572
+1
| +0.1% | +$15 | ﹤0.01% | 501 |
|
|
2021
Q1 | $25K | Buy |
1,571
+1
| +0.1% | +$16 | ﹤0.01% | 451 |
|
|
2020
Q4 | $19K | Hold |
1,570
| – | – | ﹤0.01% | 484 |
|
|
2020
Q3 | $15K | Buy |
1,570
+136
| +9% | +$1.3K | ﹤0.01% | 457 |
|
|
2020
Q2 | $14K | Sell |
1,434
-242
| -14% | -$2.36K | ﹤0.01% | 493 |
|
|
2020
Q1 | $16K | Hold |
1,676
| – | – | ﹤0.01% | 441 |
|
|
2019
Q4 | $27K | Buy |
1,676
+163
| +11% | +$2.63K | ﹤0.01% | 409 |
|
|
2019
Q3 | $23K | Hold |
1,513
| – | – | ﹤0.01% | 412 |
|
|
2019
Q2 | $23K | Hold |
1,513
| – | – | ﹤0.01% | 410 |
|
|
2019
Q1 | $23K | Hold |
1,513
| – | – | ﹤0.01% | 419 |
|
|
2018
Q4 | $20K | Hold |
1,513
| – | – | ﹤0.01% | 398 |
|
|
2018
Q3 | $25K | Hold |
1,513
| – | – | 0.01% | 399 |
|
|
2018
Q2 | $22K | Buy |
+1,513
| New | +$22K | ﹤0.01% | 419 |
|