Independent Advisor Alliance’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-6,834
| Closed | -$346K | – | 458 |
|
2019
Q2 | $346K | Sell |
6,834
-1,021
| -13% | -$51.7K | 0.05% | 273 |
|
2019
Q1 | $436K | Buy |
7,855
+950
| +14% | +$52.7K | 0.06% | 248 |
|
2018
Q4 | $331K | Sell |
6,905
-842
| -11% | -$40.4K | 0.06% | 274 |
|
2018
Q3 | $507K | Buy |
7,747
+4,508
| +139% | +$295K | 0.09% | 181 |
|
2018
Q2 | $207K | Buy |
+3,239
| New | +$207K | 0.04% | 311 |
|
2017
Q1 | – | Sell |
-2,728
| Closed | -$213K | – | 403 |
|
2016
Q4 | $213K | Buy |
+2,728
| New | +$213K | 0.09% | 169 |
|