Edge Wealth Management’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-76,059
| Closed | -$1.05M | – | 534 |
|
|
2017
Q1 | $1.05M | Hold |
76,059
| – | – | 0.36% | 45 |
|
|
2016
Q4 | $1.02M | Sell |
76,059
-3,556
| -4% | -$47.9K | 0.39% | 46 |
|
|
2016
Q3 | $1.05M | Hold |
79,615
| – | – | 0.45% | 43 |
|
|
2016
Q2 | $848K | Buy |
79,615
+28,365
| +55% | +$302K | 0.35% | 50 |
|
|
2016
Q1 | $528K | Hold |
51,250
| – | – | 0.24% | 67 |
|
|
2015
Q4 | $452K | Buy |
+51,250
| New | +$452K | 0.17% | 79 |
|