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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