Integrated Wealth Management’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $190K | Buy |
+10,623
| New | +$190K | 0.06% | 259 |
|
|
2016
Q4 | – | Sell |
-9,236
| Closed | -$143K | – | 576 |
|
|
2016
Q3 | $143K | Buy |
9,236
+304
| +3% | +$4.71K | 0.05% | 273 |
|
|
2016
Q2 | $112K | Buy |
8,932
+84
| +0.9% | +$1.05K | 0.04% | 299 |
|
|
2016
Q1 | $109K | Buy |
8,848
+94
| +1% | +$1.16K | 0.05% | 269 |
|
|
2015
Q4 | $104K | Sell |
8,754
-10,630
| -55% | -$126K | 0.04% | 273 |
|
|
2015
Q3 | $225K | Buy |
19,384
+101
| +0.5% | +$1.17K | 0.1% | 166 |
|
|
2015
Q2 | $263K | Sell |
19,283
-454
| -2% | -$6.19K | 0.1% | 150 |
|
|
2015
Q1 | $279K | Buy |
+19,737
| New | +$279K | 0.12% | 141 |
|