Burt Wealth Advisors’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-501
| Closed | -$11K | – | 378 |
|
|
2018
Q1 | $11K | Hold |
501
| – | – | 0.01% | 285 |
|
|
2017
Q4 | $11K | Hold |
501
| – | – | 0.01% | 272 |
|
|
2017
Q3 | $10K | Hold |
501
| – | – | 0.01% | 264 |
|
|
2017
Q2 | $8K | Hold |
501
| – | – | 0.01% | 302 |
|
|
2017
Q1 | $9K | Hold |
501
| – | – | 0.01% | 263 |
|
|
2016
Q4 | $7K | Hold |
501
| – | – | 0.01% | 299 |
|
|
2016
Q3 | $7K | Hold |
501
| – | – | 0.01% | 291 |
|
|
2016
Q2 | $6K | Sell |
501
-500
| -50% | -$5.99K | 0.01% | 302 |
|
|
2016
Q1 | $12K | Buy |
1,001
+500
| +100% | +$5.99K | 0.01% | 305 |
|
|
2015
Q4 | $5K | Buy |
+501
| New | +$5K | ﹤0.01% | 368 |
|