Gideon Capital Advisors’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-11,605
| Closed | -$556K | – | 432 |
|
|
2018
Q4 | $556K | Buy |
+11,605
| New | +$556K | 0.23% | 134 |
|
|
2018
Q2 | – | Sell |
-4,792
| Closed | -$319K | – | 420 |
|
|
2018
Q1 | $319K | Buy |
+4,792
| New | +$319K | 0.2% | 212 |
|
|
2017
Q2 | – | Sell |
-9,572
| Closed | -$637K | – | 319 |
|
|
2017
Q1 | $637K | Buy |
9,572
+5,419
| +130% | +$361K | 0.38% | 59 |
|
|
2016
Q4 | $322K | Buy |
+4,153
| New | +$322K | 0.21% | 227 |
|