IPG Investment Advisors’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-385,725
| Closed | -$6.13M | – | 189 |
|
|
2021
Q4 | $6.13M | Hold |
385,725
| – | – | 1.11% | 20 |
|
|
2021
Q3 | $5.5M | Sell |
385,725
-71,995
| -16% | -$1.03M | 1.74% | 12 |
|
|
2021
Q2 | $6.67M | Sell |
457,720
-255,550
| -36% | -$3.73M | 1.95% | 10 |
|
|
2021
Q1 | $11.2M | Buy |
713,270
+89,785
| +14% | +$1.41M | 2.19% | 10 |
|
|
2020
Q4 | $7.39M | Buy |
623,485
+233,450
| +60% | +$2.77M | 1.71% | 16 |
|
|
2020
Q3 | $3.65M | Hold |
390,035
| – | – | 1.04% | 27 |
|
|
2020
Q2 | $3.8M | Buy |
+390,035
| New | +$3.8M | 1.29% | 24 |
|