Lyell Wealth Management’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,100
| Closed | -$309K | – | 124 |
|
|
2019
Q2 | $309K | Sell |
6,100
-275
| -4% | -$13.9K | 0.09% | 102 |
|
|
2019
Q1 | $354K | Sell |
6,375
-900
| -12% | -$50K | 0.12% | 98 |
|
|
2018
Q4 | $349K | Sell |
7,275
-675
| -8% | -$32.4K | 0.15% | 92 |
|
|
2018
Q3 | $547K | Sell |
7,950
-595
| -7% | -$40.9K | 0.18% | 82 |
|
|
2018
Q2 | $545K | Buy |
8,545
+2,665
| +45% | +$170K | 0.2% | 80 |
|
|
2018
Q1 | $391K | Sell |
5,880
-200
| -3% | -$13.3K | 0.14% | 87 |
|
|
2017
Q4 | $393K | Sell |
6,080
-1,805
| -23% | -$117K | 0.16% | 88 |
|
|
2017
Q3 | $411K | Sell |
7,885
-10,655
| -57% | -$555K | 0.18% | 84 |
|
|
2017
Q2 | $1.01M | Sell |
18,540
-3,853
| -17% | -$209K | 0.49% | 59 |
|
|
2017
Q1 | $1.49M | Buy |
22,393
+2,995
| +15% | +$199K | 0.81% | 51 |
|
|
2016
Q4 | $1.5M | Buy |
+19,398
| New | +$1.5M | 0.93% | 49 |
|