Destination Wealth Management’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-1,921
| Closed | -$97K | – | 282 |
|
2019
Q2 | $97K | Hold |
1,921
| – | – | 0.01% | 186 |
|
2019
Q1 | $107K | Hold |
1,921
| – | – | 0.01% | 186 |
|
2018
Q4 | $92K | Hold |
1,921
| – | – | 0.01% | 189 |
|
2018
Q3 | $132K | Hold |
1,921
| – | – | 0.01% | 184 |
|
2018
Q2 | $122K | Hold |
1,921
| – | – | 0.01% | 169 |
|
2018
Q1 | $128K | Buy |
+1,921
| New | +$128K | 0.01% | 170 |
|
2017
Q1 | – | Sell |
-2,600
| Closed | -$201K | – | 164 |
|
2016
Q4 | $201K | Sell |
2,600
-400
| -13% | -$30.9K | 0.01% | 164 |
|
2016
Q3 | $202K | Hold |
3,000
| – | – | 0.02% | 158 |
|
2016
Q2 | $201K | Buy |
+3,000
| New | +$201K | 0.02% | 141 |
|