LFA
Legacy Financial Advisors’s Hewlett Packard HPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
+11,094
| New | +$227K | 0.04% | 317 |
|
|
2019
Q2 | – | Sell |
-4,252
| Closed | -$66K | – | 454 |
|
|
2019
Q1 | $66K | Sell |
4,252
-206
| -5% | -$3.2K | 0.02% | 232 |
|
|
2018
Q4 | $59K | Buy |
4,458
+408
| +10% | +$5.4K | 0.02% | 212 |
|
|
2018
Q3 | $66K | Hold |
4,050
| – | – | 0.02% | 214 |
|
|
2018
Q2 | $63K | Hold |
4,050
| – | – | 0.02% | 219 |
|
|
2018
Q1 | $69K | Hold |
4,050
| – | – | 0.03% | 205 |
|
|
2017
Q4 | $58K | Buy |
+4,050
| New | +$58K | 0.02% | 224 |
|