Jaffetilchin Investment Partners’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,303
| Closed | -$225K | – | 373 |
|
|
2023
Q1 | $225K | Sell |
6,303
-1,858
| -23% | -$66.4K | 0.03% | 323 |
|
|
2022
Q4 | $405K | Buy |
8,161
+548
| +7% | +$27.2K | 0.05% | 227 |
|
|
2022
Q3 | $281K | Buy |
7,613
+777
| +11% | +$28.7K | 0.04% | 261 |
|
|
2022
Q2 | $294K | Sell |
6,836
-2,646
| -28% | -$114K | 0.03% | 252 |
|
|
2022
Q1 | $418K | Buy |
+9,482
| New | +$418K | 0.05% | 215 |
|
|
2015
Q3 | – | Sell |
-6,364
| Closed | -$448K | – | 208 |
|
|
2015
Q2 | $448K | Buy |
+6,364
| New | +$448K | 0.13% | 134 |
|
|
2014
Q4 | – | Sell |
-2,197
| Closed | -$215K | – | 216 |
|
|
2014
Q3 | $215K | Buy |
2,197
+312
| +17% | +$30.5K | 0.08% | 184 |
|
|
2014
Q2 | $219K | Sell |
1,885
-7,731
| -80% | -$898K | 0.08% | 183 |
|
|
2014
Q1 | $1.03M | Buy |
9,616
+2,509
| +35% | +$270K | 0.4% | 44 |
|
|
2013
Q4 | $598K | Buy |
7,107
+606
| +9% | +$51K | 0.29% | 78 |
|
|
2013
Q3 | $448K | Sell |
6,501
-63
| -1% | -$4.34K | 0.26% | 84 |
|
|
2013
Q2 | $410K | Buy |
+6,564
| New | +$410K | 0.28% | 97 |
|