LAS
LWM Advisory Services’s Hewlett Packard HPE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-34,987
| Closed | -$419K | – | 104 |
|
2022
Q3 | $419K | Buy |
34,987
+1,504
| +4% | +$18K | 0.47% | 64 |
|
2022
Q2 | $444K | Buy |
33,483
+3,311
| +11% | +$43.9K | 0.53% | 58 |
|
2022
Q1 | $504K | Buy |
30,172
+11,451
| +61% | +$191K | 0.63% | 45 |
|
2021
Q4 | $295K | Buy |
+18,721
| New | +$295K | 0.37% | 80 |
|