FDx Advisors’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-24,525
| Closed | -$316K | – | 1274 |
|
2017
Q2 | $316K | Sell |
24,525
-48,397
| -66% | -$624K | 0.01% | 958 |
|
2017
Q1 | $1M | Sell |
72,922
-5,554
| -7% | -$76.5K | 0.03% | 526 |
|
2016
Q4 | $1.06M | Buy |
78,476
+5,648
| +8% | +$75.9K | 0.03% | 514 |
|
2016
Q3 | $963K | Buy |
72,828
+2,800
| +4% | +$37K | 0.04% | 398 |
|
2016
Q2 | $744K | Sell |
70,028
-15,000
| -18% | -$159K | 0.03% | 457 |
|
2016
Q1 | $876K | Buy |
85,028
+18,362
| +28% | +$189K | 0.04% | 403 |
|
2015
Q4 | $589K | Buy |
+66,666
| New | +$589K | 0.03% | 509 |
|