KCS Wealth Advisory’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,303
| Closed | -$110K | – | 146 |
|
|
2020
Q1 | $110K | Sell |
11,303
-800
| -7% | -$7.79K | 0.11% | 137 |
|
|
2019
Q4 | $192K | Sell |
12,103
-165
| -1% | -$2.62K | 0.14% | 147 |
|
|
2019
Q3 | $186K | Sell |
12,268
-125
| -1% | -$1.9K | 0.13% | 154 |
|
|
2019
Q2 | $185K | Buy |
12,393
+2,355
| +23% | +$35.2K | 0.15% | 148 |
|
|
2019
Q1 | $155K | Sell |
10,038
-9
| -0.1% | -$139 | 0.14% | 144 |
|
|
2018
Q4 | $133K | Sell |
10,047
-85
| -0.8% | -$1.13K | 0.14% | 146 |
|
|
2018
Q3 | $165K | Sell |
10,132
-830
| -8% | -$13.5K | 0.15% | 147 |
|
|
2018
Q2 | $160K | Sell |
10,962
-207
| -2% | -$3.02K | 0.15% | 149 |
|
|
2018
Q1 | $196K | Sell |
11,169
-66
| -0.6% | -$1.16K | 0.18% | 158 |
|
|
2017
Q4 | $161K | Buy |
+11,235
| New | +$161K | 0.16% | 164 |
|