Kingswood Wealth 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
Q1
Sell
-12,951
Closed -$277K 772
2024
Q4
$277K Buy
+12,951
New +$277K 0.02% 636