Lyell Wealth Management’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $309K | Sell |
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|
2019
Q1 | $354K | Sell |
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|
2018
Q4 | $349K | Sell |
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|
2018
Q3 | $547K | Sell |
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|
2018
Q2 | $545K | Buy |
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|
2018
Q1 | $391K | Sell |
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|
2017
Q4 | $393K | Sell |
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|
2017
Q3 | $411K | Sell |
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|
2017
Q2 | $1.01M | Sell |
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|
2017
Q1 | $1.49M | Buy |
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|
2016
Q4 | $1.5M | Buy |
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