Cyndeo Wealth Partners’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-252,665
| Closed | -$4.39M | – | 372 |
|
|
2023
Q3 | $4.39M | Buy |
252,665
+6,203
| +3% | +$108K | 0.46% | 68 |
|
|
2023
Q2 | $4.14M | Buy |
246,462
+4,289
| +2% | +$72.1K | 0.43% | 70 |
|
|
2023
Q1 | $3.86M | Sell |
242,173
-21,500
| -8% | -$342K | 0.42% | 77 |
|
|
2022
Q4 | $4.21M | Buy |
+263,673
| New | +$4.21M | 0.49% | 67 |
|