Financial Synergies Wealth Advisors’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,616
| Closed | -$28.7K | – | 232 |
|
|
2024
Q1 | $28.7K | Buy |
1,616
+46
| +3% | +$816 | ﹤0.01% | 164 |
|
|
2023
Q4 | $25.1K | Sell |
1,570
-23
| -1% | -$367 | ﹤0.01% | 123 |
|
|
2023
Q3 | $27.7K | Buy |
1,593
+10
| +0.6% | +$174 | ﹤0.01% | 151 |
|
|
2023
Q2 | $26.6K | Buy |
1,583
+2
| +0.1% | +$34 | ﹤0.01% | 144 |
|
|
2023
Q1 | $25.2K | Buy |
1,581
+11
| +0.7% | +$175 | ﹤0.01% | 157 |
|
|
2022
Q4 | $25.1K | Buy |
1,570
+115
| +8% | +$1.84K | ﹤0.01% | 123 |
|
|
2022
Q3 | $17.4K | Sell |
1,455
-71
| -5% | -$850 | ﹤0.01% | 133 |
|
|
2022
Q2 | $20.2K | Buy |
+1,526
| New | +$20.2K | ﹤0.01% | 135 |
|