Disciplined Investments’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-758
| Closed | -$12.7K | – | 741 |
|
|
2023
Q2 | $12.7K | Buy |
758
+13
| +2% | +$218 | 0.01% | 311 |
|
|
2023
Q1 | $11.9K | Sell |
745
-8
| -1% | -$127 | 0.01% | 337 |
|
|
2022
Q4 | $12K | Buy |
753
+42
| +6% | +$670 | 0.01% | 309 |
|
|
2022
Q3 | $9K | Sell |
711
-65
| -8% | -$823 | ﹤0.01% | 366 |
|
|
2022
Q2 | $10K | Buy |
776
+21
| +3% | +$271 | ﹤0.01% | 374 |
|
|
2022
Q1 | $13K | Buy |
755
+105
| +16% | +$1.81K | 0.01% | 362 |
|
|
2021
Q4 | $10K | Hold |
650
| – | – | ﹤0.01% | 349 |
|
|
2021
Q3 | $9K | Hold |
650
| – | – | ﹤0.01% | 309 |
|
|
2021
Q2 | $9K | Sell |
650
-500
| -43% | -$6.92K | ﹤0.01% | 306 |
|
|
2021
Q1 | $18K | Sell |
1,150
-751
| -40% | -$11.8K | 0.01% | 238 |
|
|
2020
Q4 | $23K | Hold |
1,901
| – | – | 0.02% | 188 |
|
|
2020
Q3 | $18K | Hold |
1,901
| – | – | 0.01% | 220 |
|
|
2020
Q2 | $18K | Hold |
1,901
| – | – | 0.01% | 233 |
|
|
2020
Q1 | $18K | Buy |
1,901
+751
| +65% | +$7.11K | 0.02% | 223 |
|
|
2019
Q4 | $18K | Buy |
+1,150
| New | +$18K | 0.02% | 249 |
|