Concert Wealth Management’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-17,016
| Closed | -$228K | – | 272 |
|
|
2017
Q1 | $228K | Buy |
+17,016
| New | +$228K | 0.05% | 422 |
|
|
2016
Q4 | – | Sell |
-16,610
| Closed | -$222K | – | 664 |
|
|
2016
Q3 | $222K | Buy |
+16,610
| New | +$222K | 0.03% | 604 |
|
|
2016
Q2 | – | Sell |
-17,878
| Closed | -$185K | – | 690 |
|
|
2016
Q1 | $185K | Sell |
17,878
-267
| -1% | -$2.76K | 0.02% | 600 |
|
|
2015
Q4 | $159K | Buy |
+18,145
| New | +$159K | 0.02% | 619 |
|