IWA
IBEX Wealth Advisors’s Helmerich & Payne HP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-45,085
| Closed | -$2.91M | – | 96 |
|
|
2018
Q2 | $2.91M | Hold |
45,085
| – | – | 1.17% | 36 |
|
|
2018
Q1 | $2.91M | Buy |
+45,085
| New | +$2.91M | 1.18% | 35 |
|
|
2017
Q1 | – | Sell |
-1,900
| Closed | -$148K | – | 198 |
|
|
2016
Q4 | $148K | Buy |
+1,900
| New | +$148K | 0.07% | 123 |
|