Icon Wealth Partners’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-2,596
| Closed | -$40K | – | 429 |
|
2019
Q1 | $40K | Buy |
+2,596
| New | +$40K | 0.01% | 398 |
|
2018
Q3 | – | Sell |
-2,596
| Closed | -$38K | – | 460 |
|
2018
Q2 | $38K | Buy |
+2,596
| New | +$38K | 0.02% | 443 |
|
2018
Q1 | – | Sell |
-2,596
| Closed | -$37K | – | 461 |
|
2017
Q4 | $37K | Buy |
+2,596
| New | +$37K | 0.02% | 483 |
|