Bernicke Wealth Management’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-58,904
| Closed | -$685K | – | 39 |
|
|
2015
Q3 | $685K | Sell |
58,904
-1,127
| -2% | -$13.1K | 0.7% | 29 |
|
|
2015
Q2 | $818K | Buy |
60,031
+7,716
| +15% | +$105K | 0.78% | 29 |
|
|
2015
Q1 | $740K | Sell |
52,315
-48,153
| -48% | -$681K | 0.79% | 32 |
|
|
2014
Q4 | $1.83M | Buy |
+100,468
| New | +$1.83M | 1.8% | 13 |
|