J.W. Cole Advisors’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
17,846
+600
| +3% | +$12.3K | 0.01% | 1047 |
|
|
2025
Q1 | $266K | Buy |
+17,246
| New | +$266K | 0.01% | 1028 |
|
|
2024
Q3 | – | Sell |
-9,803
| Closed | -$208K | – | 949 |
|
|
2024
Q2 | $208K | Buy |
+9,803
| New | +$208K | 0.01% | 846 |
|
|
2022
Q1 | – | Sell |
-25,758
| Closed | -$406K | – | 836 |
|
|
2021
Q4 | $406K | Buy |
+25,758
| New | +$406K | 0.03% | 539 |
|
|
2020
Q4 | – | Sell |
-10,460
| Closed | -$98K | – | 736 |
|
|
2020
Q3 | $98K | Buy |
+10,460
| New | +$98K | 0.01% | 734 |
|
|
2020
Q1 | – | Sell |
-12,116
| Closed | -$192K | – | 267 |
|
|
2019
Q4 | $192K | Buy |
+12,116
| New | +$192K | 0.02% | 530 |
|