Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $9K | Hold |
918
| – | – | ﹤0.01% | 447 |
|
|
2020
Q1 | $9K | Hold |
918
| – | – | ﹤0.01% | 406 |
|
|
2019
Q4 | $15K | Hold |
918
| – | – | ﹤0.01% | 384 |
|
|
2019
Q3 | $14K | Hold |
918
| – | – | ﹤0.01% | 402 |
|
|
2019
Q2 | $13K | Hold |
918
| – | – | ﹤0.01% | 399 |
|
|
2019
Q1 | $14K | Hold |
918
| – | – | ﹤0.01% | 405 |
|
|
2018
Q4 | $12K | Hold |
918
| – | – | ﹤0.01% | 361 |
|
|
2018
Q3 | $15K | Hold |
918
| – | – | ﹤0.01% | 360 |
|
|
2018
Q2 | $14K | Hold |
918
| – | – | ﹤0.01% | 331 |
|
|
2018
Q1 | $16K | Hold |
918
| – | – | 0.01% | 320 |
|
|
2017
Q4 | $13K | Hold |
918
| – | – | ﹤0.01% | 356 |
|
|
2017
Q3 | $13K | Sell |
918
-265
| -22% | -$3.75K | ﹤0.01% | 359 |
|
|
2017
Q2 | $15K | Sell |
1,183
-396
| -25% | -$5.02K | 0.01% | 336 |
|
|
2017
Q1 | $22K | Sell |
1,579
-62
| -4% | -$864 | 0.02% | 136 |
|
|
2016
Q4 | $22K | Buy |
1,641
+62
| +4% | +$831 | 0.02% | 141 |
|
|
2016
Q3 | $21K | Hold |
1,579
| – | – | 0.02% | 140 |
|
|
2016
Q2 | $17K | Hold |
1,579
| – | – | 0.01% | 149 |
|
|
2016
Q1 | $16K | Hold |
1,579
| – | – | 0.01% | 149 |
|
|
2015
Q4 | $14K | Buy |
+1,579
| New | +$14K | 0.01% | 160 |
|