First Personal Financial Services’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 | – | Sell |
-286
| Closed | -$6.06K | – | 580 |
|
|
2024
Q2 | $6.06K | Hold |
286
| – | – | ﹤0.01% | 306 |
|
|
2024
Q1 | $5.07K | Buy |
+286
| New | +$5.07K | ﹤0.01% | 308 |
|
|
2020
Q1 | – | Sell |
-1,230
| Closed | -$20K | – | 399 |
|
|
2019
Q4 | $20K | Hold |
1,230
| – | – | 0.01% | 247 |
|
|
2019
Q3 | $19K | Sell |
1,230
-75
| -6% | -$1.16K | 0.01% | 328 |
|
|
2019
Q2 | $20K | Buy |
1,305
+75
| +6% | +$1.15K | 0.01% | 404 |
|
|
2019
Q1 | $19K | Hold |
1,230
| – | – | 0.01% | 409 |
|
|
2018
Q4 | $16K | Sell |
1,230
-1,230
| -50% | -$16K | 0.01% | 404 |
|
|
2018
Q3 | $40K | Hold |
2,460
| – | – | 0.01% | 315 |
|
|
2018
Q2 | $36K | Sell |
2,460
-3,034
| -55% | -$44.4K | 0.01% | 321 |
|
|
2018
Q1 | $96K | Sell |
5,494
-14,174
| -72% | -$248K | 0.02% | 314 |
|
|
2017
Q4 | $282K | Hold |
19,668
| – | – | 0.05% | 202 |
|
|
2017
Q3 | $289K | Sell |
19,668
-5,684
| -22% | -$83.5K | 0.06% | 184 |
|
|
2017
Q2 | $326K | Sell |
25,352
-8,488
| -25% | -$109K | 0.07% | 171 |
|
|
2017
Q1 | $466K | Sell |
33,840
-700
| -2% | -$9.64K | 0.11% | 127 |
|
|
2016
Q4 | $465K | Buy |
34,540
+254
| +0.7% | +$3.42K | 0.12% | 127 |
|
|
2016
Q3 | $453K | Buy |
34,286
+32,577
| +1,906% | +$430K | 0.13% | 119 |
|
|
2016
Q2 | $18K | Buy |
+1,709
| New | +$18K | 0.01% | 436 |
|