Integrated Wealth Management’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $206K | Buy |
14,983
+7
| +0% | +$96 | 0.07% | 250 |
|
|
2016
Q4 | $201K | Buy |
14,976
+258
| +2% | +$3.46K | 0.07% | 235 |
|
|
2016
Q3 | $195K | Sell |
14,718
-344
| -2% | -$4.56K | 0.07% | 229 |
|
|
2016
Q2 | $160K | Hold |
15,062
| – | – | 0.06% | 249 |
|
|
2016
Q1 | $155K | Hold |
15,062
| – | – | 0.07% | 228 |
|
|
2015
Q4 | $133K | Buy |
+15,062
| New | +$133K | 0.06% | 246 |
|