IWA
IBEX Wealth Advisors’s Hewlett Packard HPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,839
| Closed | -$251K | – | 158 |
|
|
2024
Q2 | $251K | Buy |
+11,839
| New | +$251K | 0.04% | 117 |
|
|
2024
Q1 | – | Sell |
-26
| Closed | -$436 | – | 131 |
|
|
2023
Q4 | $436 | Sell |
26
-27,719
| -100% | -$465K | 0.09% | 91 |
|
|
2023
Q3 | $482K | Buy |
+27,745
| New | +$482K | 0.12% | 79 |
|
|
2023
Q1 | $457K | Buy |
+28,704
| New | +$457K | 0.12% | 87 |
|