Financial Synergies Wealth Advisors’s HP HPQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,602
| Closed | -$48.4K | – | 233 |
|
2024
Q1 | $48.4K | Buy |
1,602
+72
| +5% | +$2.18K | 0.01% | 130 |
|
2023
Q4 | $41.1K | Sell |
1,530
-74
| -5% | -$1.99K | 0.01% | 101 |
|
2023
Q3 | $41.2K | Buy |
1,604
+13
| +0.8% | +$334 | 0.01% | 120 |
|
2023
Q2 | $48.8K | Buy |
1,591
+46
| +3% | +$1.41K | 0.01% | 108 |
|
2023
Q1 | $45.3K | Buy |
1,545
+15
| +1% | +$440 | 0.01% | 116 |
|
2022
Q4 | $41.1K | Buy |
1,530
+14
| +0.9% | +$376 | 0.01% | 101 |
|
2022
Q3 | $37.8K | Buy |
1,516
+12
| +0.8% | +$299 | 0.01% | 101 |
|
2022
Q2 | $49.3K | Buy |
+1,504
| New | +$49.3K | 0.01% | 107 |
|