Evermay 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
2024
Q3
Hold
0
-$142 604
2024
Q2
Sell
-398
Closed -$7.11K 596
2024
Q1
$7.11K Sell
398
-18
-4% -$322 ﹤0.01% 490
2023
Q4
$7.12K Buy
416
+24
+6% +$411 ﹤0.01% 469
2023
Q3
$6.86K Buy
392
+2
+0.5% +$35 ﹤0.01% 456
2023
Q2
$6.59K Buy
390
+3
+0.8% +$51 ﹤0.01% 451
2023
Q1
$6.21K Buy
387
+3
+0.8% +$48 ﹤0.01% 449
2022
Q4
$6.17K Buy
384
+4
+1% +$64 ﹤0.01% 445
2022
Q3
$5K Sell
380
-122
-24% -$1.61K ﹤0.01% 441
2022
Q2
$7K Buy
502
+128
+34% +$1.79K ﹤0.01% 426
2022
Q1
$6K Buy
374
+3
+0.8% +$48 ﹤0.01% 446
2021
Q4
$6K Buy
371
+3
+0.8% +$49 ﹤0.01% 439
2021
Q3
$5K Buy
368
+3
+0.8% +$41 ﹤0.01% 416
2021
Q2
$5K Buy
+365
New +$5K ﹤0.01% 449