Ellevest Inc’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-575
| Closed | -$20.6K | – | 924 |
|
|
2023
Q1 | $20.6K | Sell |
575
-1,463
| -72% | -$52.3K | ﹤0.01% | 837 |
|
|
2022
Q4 | $101K | Sell |
2,038
-71
| -3% | -$3.52K | 0.01% | 433 |
|
|
2022
Q3 | $78K | Sell |
2,109
-3,796
| -64% | -$140K | 0.01% | 468 |
|
|
2022
Q2 | $254K | Sell |
5,905
-5,812
| -50% | -$250K | 0.02% | 235 |
|
|
2022
Q1 | $501K | Buy |
11,717
+2,656
| +29% | +$114K | 0.04% | 120 |
|
|
2021
Q4 | $215K | Sell |
9,061
-1,129
| -11% | -$26.8K | 0.02% | 279 |
|
|
2021
Q3 | $279K | Buy |
10,190
+2,648
| +35% | +$72.5K | 0.03% | 207 |
|
|
2021
Q2 | $246K | Buy |
7,542
+1,727
| +30% | +$56.3K | 0.02% | 211 |
|
|
2021
Q1 | $157K | Buy |
5,815
+1,093
| +23% | +$29.5K | 0.02% | 273 |
|
|
2020
Q4 | $109K | Sell |
4,722
-59
| -1% | -$1.36K | 0.02% | 289 |
|
|
2020
Q3 | $70K | Buy |
4,781
+980
| +26% | +$14.3K | 0.01% | 320 |
|
|
2020
Q2 | $74K | Buy |
3,801
+1,705
| +81% | +$33.2K | 0.02% | 291 |
|
|
2020
Q1 | $33K | Buy |
2,096
+990
| +90% | +$15.6K | 0.01% | 323 |
|
|
2019
Q4 | $50K | Buy |
+1,106
| New | +$50K | 0.01% | 193 |
|