Clear Perspective Advisors’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-500
| Closed | -$7K | – | 262 |
|
|
2018
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 395 |
|
|
2018
Q1 | $9K | Hold |
500
| – | – | 0.01% | 359 |
|
|
2017
Q4 | $7K | Hold |
500
| – | – | 0.01% | 366 |
|
|
2017
Q3 | $7K | Sell |
500
-145
| -22% | -$2.03K | 0.01% | 364 |
|
|
2017
Q2 | $8K | Sell |
645
-215
| -25% | -$2.67K | 0.01% | 358 |
|
|
2017
Q1 | $12K | Hold |
860
| – | – | 0.01% | 306 |
|
|
2016
Q4 | $12K | Buy |
+860
| New | +$12K | 0.01% | 303 |
|