BSW Wealth Partners’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,826
| Closed | -$252K | – | 309 |
|
|
2023
Q4 | $252K | Sell |
14,826
-173
| -1% | -$2.94K | 0.05% | 227 |
|
|
2023
Q3 | $261K | Sell |
14,999
-3,933
| -21% | -$68.3K | 0.06% | 200 |
|
|
2023
Q2 | $318K | Sell |
18,932
-362
| -2% | -$6.08K | 0.07% | 176 |
|
|
2023
Q1 | $307K | Sell |
19,294
-630
| -3% | -$10K | 0.06% | 211 |
|
|
2022
Q4 | $318K | Sell |
19,924
-3,909
| -16% | -$62.4K | 0.07% | 203 |
|
|
2022
Q3 | $286K | Buy |
23,833
+1,719
| +8% | +$20.6K | 0.07% | 195 |
|
|
2022
Q2 | $293K | Sell |
22,114
-98
| -0.4% | -$1.3K | 0.07% | 195 |
|
|
2022
Q1 | $371K | Buy |
22,212
+1,502
| +7% | +$25.1K | 0.09% | 167 |
|
|
2021
Q4 | $327K | Buy |
20,710
+218
| +1% | +$3.44K | 0.08% | 181 |
|
|
2021
Q3 | $292K | Buy |
+20,492
| New | +$292K | 0.08% | 187 |
|