Kingswood Wealth Advisors’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-37,396
| Closed | -$1.34M | – | 844 |
|
|
2024
Q3 | $1.34M | Buy |
37,396
+15,179
| +68% | +$544K | 0.1% | 240 |
|
|
2024
Q2 | $778K | Buy |
22,217
+3,463
| +18% | +$121K | 0.07% | 289 |
|
|
2024
Q1 | $567K | Buy |
18,754
+1,255
| +7% | +$37.9K | 0.07% | 313 |
|
|
2023
Q4 | $527K | Buy |
+17,499
| New | +$527K | 0.06% | 336 |
|