BWA
Burt Wealth Advisors’s Hewlett Packard HPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-501
| Closed | -$9K | – | 377 |
|
|
2018
Q1 | $9K | Hold |
501
| – | – | ﹤0.01% | 291 |
|
|
2017
Q4 | $7K | Hold |
501
| – | – | ﹤0.01% | 291 |
|
|
2017
Q3 | $7K | Hold |
501
| – | – | ﹤0.01% | 281 |
|
|
2017
Q2 | $8K | Hold |
501
| – | – | 0.01% | 301 |
|
|
2017
Q1 | $12K | Hold |
501
| – | – | 0.01% | 246 |
|
|
2016
Q4 | $12K | Hold |
501
| – | – | 0.01% | 266 |
|
|
2016
Q3 | $11K | Hold |
501
| – | – | 0.01% | 258 |
|
|
2016
Q2 | $9K | Sell |
501
-500
| -50% | -$8.98K | 0.01% | 271 |
|
|
2016
Q1 | $18K | Buy |
1,001
+500
| +100% | +$8.99K | 0.02% | 258 |
|
|
2015
Q4 | $7K | Buy |
+501
| New | +$7K | 0.01% | 326 |
|