Frontier 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,422
| Closed | -$165K | – | 310 |
|
|
2019
Q4 | $165K | Sell |
10,422
-403
| -4% | -$6.38K | 0.03% | 288 |
|
|
2019
Q3 | $164K | Sell |
10,825
-523
| -5% | -$7.92K | 0.02% | 288 |
|
|
2019
Q2 | $170K | Sell |
11,348
-2,395
| -17% | -$35.9K | 0.03% | 285 |
|
|
2019
Q1 | $212K | Buy |
13,743
+1,707
| +14% | +$26.3K | 0.03% | 329 |
|
|
2018
Q4 | $159K | Buy |
12,036
+1
| +0% | +$13 | 0.02% | 332 |
|
|
2018
Q3 | $196K | Buy |
12,035
+1
| +0% | +$16 | 0.02% | 365 |
|
|
2018
Q2 | $176K | Buy |
12,034
+1
| +0% | +$15 | 0.03% | 361 |
|
|
2018
Q1 | $211K | Buy |
12,033
+1,700
| +16% | +$29.8K | 0.03% | 354 |
|
|
2017
Q4 | $148K | Sell |
10,333
-100
| -1% | -$1.43K | 0.02% | 336 |
|
|
2017
Q3 | $153K | Sell |
10,433
-3,015
| -22% | -$44.2K | 0.02% | 373 |
|
|
2017
Q2 | $173K | Sell |
13,448
-4,503
| -25% | -$57.9K | 0.03% | 361 |
|
|
2017
Q1 | $247K | Buy |
17,951
+172
| +1% | +$2.37K | 0.04% | 328 |
|
|
2016
Q4 | $239K | Buy |
+17,779
| New | +$239K | 0.04% | 324 |
|