Gradient Investments’s Hewlett Packard HPE Stock Holding History

Gradient Investments’s Portfolio HPE Stock Details HPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-600	Closed	-$12.7K	–	755
2024 Q2	$12.7K	Sell	600 -45	-7%	-$953	﹤0.01%	702
2024 Q1	$11.4K	Sell	645 -467	-42%	-$8.28K	﹤0.01%	627
2023 Q4	$18.9K	Buy	1,112 +200	+22%	+$3.4K	﹤0.01%	712
2023 Q3	$15.8K	Hold	912	–	–	﹤0.01%	721
2023 Q2	$15.3K	Hold	912	–	–	﹤0.01%	736
2023 Q1	$14.5K	Sell	912 -356	-28%	-$5.67K	﹤0.01%	734
2022 Q4	$20.2K	Sell	1,268 -29	-2%	-$463	﹤0.01%	686
2022 Q3	$16K	Buy	1,297 +253	+24%	+$3.12K	﹤0.01%	702
2022 Q2	$14K	Hold	1,044	–	–	﹤0.01%	709
2022 Q1	$17K	Buy	1,044 +29	+3%	+$472	﹤0.01%	675
2021 Q4	$16K	Hold	1,015	–	–	﹤0.01%	697
2021 Q3	$14K	Hold	1,015	–	–	﹤0.01%	708
2021 Q2	$15K	Hold	1,015	–	–	﹤0.01%	684
2021 Q1	$16K	Hold	1,015	–	–	﹤0.01%	663
2020 Q4	$10K	Hold	1,015	–	–	﹤0.01%	695
2020 Q3	$10K	Sell	1,015 -2	-0.2%	-$20	﹤0.01%	698
2020 Q2	$10K	Sell	1,017 -50	-5%	-$492	﹤0.01%	641
2020 Q1	$10K	Buy	1,067 +30	+3%	+$281	﹤0.01%	646
2019 Q4	$16K	Buy	1,037 +200	+24%	+$3.09K	﹤0.01%	599
2019 Q3	$13K	Buy	837 +20	+2%	+$311	﹤0.01%	606
2019 Q2	$12K	Sell	817 -439	-35%	-$6.45K	﹤0.01%	607
2019 Q1	$19K	Buy	1,256 +942	+300%	+$14.3K	﹤0.01%	456
2018 Q4	$4K	Hold	314	–	–	﹤0.01%	737
2018 Q3	$5K	Hold	314	–	–	﹤0.01%	736
2018 Q2	$5K	Sell	314 -300	-49%	-$4.78K	﹤0.01%	723
2018 Q1	$11K	Buy	614 +259	+73%	+$4.64K	﹤0.01%	605
2017 Q4	$5K	Buy	+355	New	+$5K	﹤0.01%	693
2017 Q3	–	Sell	-405	Closed	-$5K	–	439
2017 Q2	$5K	Sell	405 -135	-25%	-$1.67K	﹤0.01%	571
2017 Q1	$7K	Hold	540	–	–	﹤0.01%	561
2016 Q4	$7K	Hold	540	–	–	﹤0.01%	500
2016 Q3	$7K	Hold	540	–	–	﹤0.01%	499
2016 Q2	$6K	Sell	540 -2,383	-82%	-$26.5K	﹤0.01%	487
2016 Q1	$30K	Buy	2,923 +439	+18%	+$4.51K	﹤0.01%	302
2015 Q4	$22K	Buy	+2,484	New	+$22K	﹤0.01%	314