Kays Financial Advisory’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,496
| Closed | -$199K | – | 93 |
|
|
2019
Q3 | $199K | Buy |
10,496
+41
| +0.4% | +$777 | 0.04% | 105 |
|
|
2019
Q2 | $217K | Buy |
10,455
+42
| +0.4% | +$872 | 0.04% | 102 |
|
|
2019
Q1 | $202K | Buy |
+10,413
| New | +$202K | 0.04% | 104 |
|
|
2018
Q1 | – | Sell |
-11,228
| Closed | -$235K | – | 75 |
|
|
2017
Q4 | $235K | Sell |
11,228
-4,501
| -29% | -$94.2K | 0.07% | 78 |
|
|
2017
Q3 | $314K | Buy |
+15,729
| New | +$314K | 0.1% | 61 |
|