Liberty 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 | – | Sell |
-11,175
| Closed | -$186K | – | 156 |
|
|
2022
Q1 | $186K | Buy |
11,175
+254
| +2% | +$4.23K | 0.07% | 153 |
|
|
2021
Q4 | $172 | Sell |
10,921
-4,286
| -28% | -$68 | 0.01% | 165 |
|
|
2021
Q3 | $215K | Buy |
15,207
+6,004
| +65% | +$84.9K | 0.08% | 155 |
|
|
2021
Q2 | $135K | Buy |
9,203
+3,454
| +60% | +$50.7K | 0.05% | 178 |
|
|
2021
Q1 | $71K | Hold |
5,749
| – | – | 0.03% | 225 |
|
|
2020
Q4 | $71K | Buy |
5,749
+65
| +1% | +$803 | 0.03% | 223 |
|
|
2020
Q3 | $53K | Buy |
5,684
+536
| +10% | +$5K | 0.03% | 222 |
|
|
2020
Q2 | $50K | Buy |
5,148
+27
| +0.5% | +$262 | 0.04% | 223 |
|
|
2020
Q1 | $50K | Sell |
5,121
-160
| -3% | -$1.56K | 0.04% | 210 |
|
|
2019
Q4 | $84K | Buy |
5,281
+2,204
| +72% | +$35.1K | 0.07% | 181 |
|
|
2019
Q3 | $47K | Sell |
3,077
-3,673
| -54% | -$56.1K | 0.04% | 233 |
|
|
2019
Q2 | $101K | Buy |
6,750
+4,005
| +146% | +$59.9K | 0.09% | 167 |
|
|
2019
Q1 | $42K | Buy |
2,745
+126
| +5% | +$1.93K | 0.03% | 223 |
|
|
2018
Q4 | $34K | Buy |
+2,619
| New | +$34K | 0.03% | 237 |
|