Great Valley Advisor Group’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,070
| Closed | -$168K | – | 692 |
|
|
2022
Q1 | $168K | Sell |
10,070
-2,168
| -18% | -$36.2K | 0.01% | 572 |
|
|
2021
Q4 | $193K | Sell |
12,238
-130
| -1% | -$2.05K | 0.01% | 573 |
|
|
2021
Q3 | $176K | Sell |
12,368
-320
| -3% | -$4.55K | 0.01% | 555 |
|
|
2021
Q2 | $185K | Buy |
+12,688
| New | +$185K | 0.01% | 525 |
|
|
2021
Q1 | – | Sell |
-14,786
| Closed | -$175K | – | 515 |
|
|
2020
Q4 | $175K | Sell |
14,786
-2,920
| -16% | -$34.6K | 0.02% | 453 |
|
|
2020
Q3 | $166K | Buy |
17,706
+6,339
| +56% | +$59.4K | 0.02% | 410 |
|
|
2020
Q2 | $111K | Buy |
11,367
+848
| +8% | +$8.28K | 0.02% | 394 |
|
|
2020
Q1 | $102K | Buy |
+10,519
| New | +$102K | 0.03% | 298 |
|