CWM
Cedar Wealth Management’s Hewlett Packard HPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,230
| Closed | -$70K | – | 227 |
|
|
2020
Q1 | $70K | Sell |
7,230
-3,958
| -35% | -$38.3K | 0.05% | 113 |
|
|
2019
Q4 | $177K | Sell |
11,188
-765
| -6% | -$12.1K | 0.1% | 67 |
|
|
2019
Q3 | $181K | Sell |
11,953
-1,170
| -9% | -$17.7K | 0.12% | 71 |
|
|
2019
Q2 | $196K | Hold |
13,123
| – | – | 0.13% | 67 |
|
|
2019
Q1 | $202K | Sell |
13,123
-1,630
| -11% | -$25.1K | 0.13% | 55 |
|
|
2018
Q4 | $195K | Sell |
14,753
-260
| -2% | -$3.44K | 0.14% | 51 |
|
|
2018
Q3 | $245K | Hold |
15,013
| – | – | 0.13% | 50 |
|
|
2018
Q2 | $219K | Hold |
15,013
| – | – | 0.12% | 46 |
|
|
2018
Q1 | $263K | Buy |
15,013
+978
| +7% | +$17.1K | 0.16% | 39 |
|
|
2017
Q4 | $202K | Buy |
14,035
+345
| +3% | +$4.97K | 0.12% | 51 |
|
|
2017
Q3 | $201K | Buy |
13,690
+1,360
| +11% | +$20K | 0.12% | 51 |
|
|
2017
Q2 | $205K | Buy |
12,330
+1,879
| +18% | +$31.2K | 0.13% | 48 |
|
|
2017
Q1 | $248K | Buy |
10,451
+175
| +2% | +$4.15K | 0.15% | 41 |
|
|
2016
Q4 | $238K | Buy |
10,276
+1,845
| +22% | +$42.7K | 0.16% | 43 |
|
|
2016
Q3 | $192K | Buy |
8,431
+220
| +3% | +$5.01K | 0.13% | 37 |
|
|
2016
Q2 | $150K | Buy |
8,211
+1,251
| +18% | +$22.9K | 0.1% | 53 |
|
|
2016
Q1 | $123K | Buy |
+6,960
| New | +$123K | 0.08% | 44 |
|