Concert Wealth Management’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-33,385
| Closed | -$366K | – | 711 |
|
|
2015
Q3 | $366K | Buy |
33,385
+747
| +2% | +$8.19K | 0.05% | 432 |
|
|
2015
Q2 | $449K | Buy |
32,638
+2,537
| +8% | +$34.9K | 0.06% | 382 |
|
|
2015
Q1 | $279K | Sell |
30,101
-188
| -0.6% | -$1.74K | 0.08% | 310 |
|
|
2014
Q4 | $550K | Buy |
30,289
+10,773
| +55% | +$196K | 0.08% | 296 |
|
|
2014
Q3 | $316K | Sell |
19,516
-870
| -4% | -$14.1K | 0.04% | 378 |
|
|
2014
Q2 | $300K | Buy |
20,386
+2,951
| +17% | +$43.4K | 0.04% | 413 |
|
|
2014
Q1 | $254K | Buy |
17,435
+211
| +1% | +$3.07K | 0.03% | 451 |
|
|
2013
Q4 | $219K | Buy |
+17,224
| New | +$219K | 0.03% | 468 |
|
|
2013
Q3 | – | Sell |
-19,030
| Closed | -$215K | – | 533 |
|
|
2013
Q2 | $215K | Buy |
+19,030
| New | +$215K | 0.03% | 436 |
|