Berman Capital Advisors’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $23K | Buy |
869
+168
| +24% | +$4.45K | ﹤0.01% | 934 |
|
|
2021
Q2 | $22K | Buy |
701
+21
| +3% | +$659 | ﹤0.01% | 872 |
|
|
2021
Q1 | $18K | Sell |
680
-1
| -0.1% | -$26 | ﹤0.01% | 821 |
|
|
2020
Q4 | $15K | Buy |
681
+78
| +13% | +$1.72K | ﹤0.01% | 759 |
|
|
2020
Q3 | $8K | Buy |
603
+445
| +282% | +$5.9K | ﹤0.01% | 870 |
|
|
2020
Q2 | $3K | Sell |
158
-14
| -8% | -$266 | ﹤0.01% | 1141 |
|
|
2020
Q1 | $2K | Buy |
172
+140
| +438% | +$1.63K | ﹤0.01% | 1135 |
|
|
2019
Q4 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 1327 |
|
|
2019
Q3 | – | Sell |
-295
| Closed | -$14K | – | 1499 |
|
|
2019
Q2 | $14K | Buy |
295
+62
| +27% | +$2.94K | ﹤0.01% | 619 |
|
|
2019
Q1 | $12K | Sell |
233
-13
| -5% | -$670 | ﹤0.01% | 594 |
|
|
2018
Q4 | $11K | Buy |
+246
| New | +$11K | ﹤0.01% | 488 |
|