Charter Oak Capital Management’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-137
| Closed | -$2K | – | 459 |
|
|
2022
Q2 | $2K | Hold |
137
| – | – | ﹤0.01% | 832 |
|
|
2022
Q1 | $2K | Hold |
137
| – | – | ﹤0.01% | 874 |
|
|
2021
Q4 | $2K | Sell |
137
-262
| -66% | -$3.83K | ﹤0.01% | 779 |
|
|
2021
Q3 | $6K | Hold |
399
| – | – | ﹤0.01% | 641 |
|
|
2021
Q2 | $6K | Sell |
399
-80
| -17% | -$1.2K | ﹤0.01% | 634 |
|
|
2021
Q1 | $8K | Hold |
479
| – | – | ﹤0.01% | 575 |
|
|
2020
Q4 | $6K | Buy |
+479
| New | +$6K | ﹤0.01% | 573 |
|