CWA
Cypress Wealth Advisors’s Hewlett Packard HPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $157K | Sell |
10,197
-555
| -5% | -$8.55K | 0.18% | 75 |
|
|
2018
Q4 | $142K | Hold |
10,752
| – | – | 0.2% | 72 |
|
|
2018
Q3 | $175K | Buy |
10,752
+397
| +4% | +$6.46K | 0.18% | 80 |
|
|
2018
Q2 | $151K | Buy |
+10,355
| New | +$151K | 0.16% | 78 |
|
|
2018
Q1 | – | Sell |
-10,773
| Closed | -$155K | – | 78 |
|
|
2017
Q4 | $155K | Buy |
10,773
+418
| +4% | +$6.01K | 0.15% | 82 |
|
|
2017
Q3 | $152K | Buy |
10,355
+11
| +0.1% | +$161 | 0.25% | 59 |
|
|
2017
Q2 | $172K | Sell |
10,344
-7,183
| -41% | -$119K | 0.2% | 80 |
|
|
2017
Q1 | $415K | Buy |
17,527
+34
| +0.2% | +$805 | 0.19% | 111 |
|
|
2016
Q4 | $405K | Sell |
17,493
-39
| -0.2% | -$903 | 0.18% | 110 |
|
|
2016
Q3 | $399K | Buy |
17,532
+610
| +4% | +$13.9K | 0.18% | 112 |
|
|
2016
Q2 | $309K | Buy |
16,922
+70
| +0.4% | +$1.28K | 0.15% | 128 |
|
|
2016
Q1 | $299K | Buy |
16,852
+48
| +0.3% | +$852 | 0.14% | 131 |
|
|
2015
Q4 | $255K | Buy |
+16,804
| New | +$255K | 0.13% | 146 |
|