LWM
LBA Wealth Management’s HP HPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $440K | Buy |
24,625
+3,250
| +15% | +$58.1K | 0.23% | 74 |
|
|
2016
Q4 | $317K | Sell |
21,375
-175
| -0.8% | -$2.6K | 0.17% | 83 |
|
|
2016
Q3 | $335K | Buy |
21,550
+625
| +3% | +$9.72K | 0.19% | 86 |
|
|
2016
Q2 | $263K | Buy |
20,925
+2,950
| +16% | +$37.1K | 0.15% | 97 |
|
|
2016
Q1 | $221K | Buy |
17,975
+1,525
| +9% | +$18.8K | 0.13% | 105 |
|
|
2015
Q4 | $195K | Buy |
16,450
+4,300
| +35% | +$51K | 0.11% | 117 |
|
|
2015
Q3 | $311K | Buy |
12,150
+1,675
| +16% | +$42.9K | 0.2% | 85 |
|
|
2015
Q2 | $314K | Buy |
10,475
+475
| +5% | +$14.2K | 0.2% | 84 |
|
|
2015
Q1 | $312K | Buy |
10,000
+2,200
| +28% | +$68.6K | 0.2% | 85 |
|
|
2014
Q4 | $313K | Buy |
7,800
+3,975
| +104% | +$160K | 0.21% | 70 |
|
|
2014
Q3 | $136K | Buy |
3,825
+500
| +15% | +$17.8K | 0.09% | 116 |
|
|
2014
Q2 | $112K | Buy |
3,325
+125
| +4% | +$4.21K | 0.09% | 130 |
|
|
2014
Q1 | $104K | Buy |
+3,200
| New | +$104K | 0.09% | 128 |
|