Lake Point Wealth Management’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $31K | Hold |
2,350
| – | – | 0.02% | 90 |
|
2022
Q1 | $39K | Hold |
2,350
| – | – | 0.02% | 75 |
|
2021
Q4 | $37K | Hold |
2,350
| – | – | 0.02% | 83 |
|
2021
Q3 | $33K | Hold |
2,350
| – | – | 0.02% | 77 |
|
2021
Q2 | $34K | Buy |
+2,350
| New | +$34K | 0.02% | 83 |
|
2020
Q1 | $23K | Hold |
2,350
| – | – | 0.02% | 75 |
|
2019
Q4 | $37K | Buy |
+2,350
| New | +$37K | 0.01% | 142 |
|
2019
Q2 | $46K | Hold |
3,079
| – | – | 0.02% | 144 |
|
2019
Q1 | $46K | Sell |
3,079
-4,898
| -61% | -$73.2K | 0.02% | 144 |
|
2018
Q4 | $105K | Buy |
+7,977
| New | +$105K | 0.04% | 205 |
|