Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $11K | Sell |
664
-98
| -13% | -$1.62K | ﹤0.01% | 468 |
|
|
2021
Q4 | $12K | Buy |
762
+98
| +15% | +$1.54K | ﹤0.01% | 486 |
|
|
2021
Q3 | $9K | Hold |
664
| – | – | ﹤0.01% | 483 |
|
|
2021
Q2 | $10K | Hold |
664
| – | – | ﹤0.01% | 475 |
|
|
2021
Q1 | $10K | Hold |
664
| – | – | ﹤0.01% | 421 |
|
|
2020
Q4 | $8K | Hold |
664
| – | – | ﹤0.01% | 452 |
|
|
2020
Q3 | $6K | Buy |
+664
| New | +$6K | ﹤0.01% | 426 |
|
|
2017
Q2 | – | Sell |
-256
| Closed | -$4K | – | 109 |
|
|
2017
Q1 | $4K | Buy |
+256
| New | +$4K | ﹤0.01% | 78 |
|
|
2016
Q2 | – | Sell |
-64
| Closed | -$1K | – | 232 |
|
|
2016
Q1 | $1K | Sell |
64
-387
| -86% | -$6.05K | ﹤0.01% | 236 |
|
|
2015
Q4 | $4K | Buy |
+451
| New | +$4K | ﹤0.01% | 254 |
|