Institute for Wealth Management’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-14,611
| Closed | -$304K | – | 443 |
|
|
2019
Q2 | $304K | Buy |
+14,611
| New | +$304K | 0.07% | 349 |
|
|
2019
Q1 | – | Sell |
-19,172
| Closed | -$391K | – | 455 |
|
|
2018
Q4 | $391K | Buy |
19,172
+8,950
| +88% | +$183K | 0.16% | 172 |
|
|
2018
Q3 | $261K | Sell |
10,222
-5,702
| -36% | -$146K | 0.09% | 196 |
|
|
2018
Q2 | $354K | Buy |
15,924
+210
| +1% | +$4.67K | 0.11% | 187 |
|
|
2018
Q1 | $347K | Buy |
+15,714
| New | +$347K | 0.1% | 223 |
|