Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,792
| Closed | -$28K | – | 196 |
|
|
2021
Q4 | $28K | Buy |
+1,792
| New | +$28K | 0.01% | 227 |
|
|
2021
Q2 | $26K | Hold |
1,792
| – | – | 0.01% | 206 |
|
|
2021
Q1 | $28K | Buy |
+1,792
| New | +$28K | 0.02% | 193 |
|
|
2020
Q3 | $28K | Hold |
2,844
| – | – | 0.02% | 147 |
|
|
2020
Q2 | $28K | Sell |
2,844
-500
| -15% | -$4.92K | 0.02% | 147 |
|
|
2020
Q1 | $58.7K | Buy |
+3,344
| New | +$58.7K | 0.06% | 121 |
|
|
2019
Q4 | – | Sell |
-2,844
| Closed | -$43K | – | 156 |
|
|
2019
Q3 | $43K | Hold |
2,844
| – | – | 0.04% | 118 |
|
|
2019
Q2 | $43K | Hold |
2,844
| – | – | 0.04% | 130 |
|
|
2019
Q1 | $44K | Sell |
2,844
-500
| -15% | -$7.74K | 0.04% | 129 |
|
|
2018
Q4 | $44K | Hold |
3,344
| – | – | 0.04% | 133 |
|
|
2018
Q3 | $54.5K | Hold |
3,344
| – | – | 0.05% | 134 |
|
|
2018
Q2 | $48.9K | Hold |
3,344
| – | – | 0.04% | 131 |
|
|
2018
Q1 | $58.7K | Buy |
+3,344
| New | +$58.7K | 0.06% | 121 |
|