Lyons Wealth Management’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-28,013
| Closed | -$573K | – | 26 |
|
|
2018
Q4 | $573K | Sell |
28,013
-2,496
| -8% | -$51.1K | 1.87% | 24 |
|
|
2018
Q3 | $785K | Sell |
30,509
-4,455
| -13% | -$115K | 1.55% | 27 |
|
|
2018
Q2 | $796K | Buy |
+34,964
| New | +$796K | 1.14% | 24 |
|
|
2015
Q1 | – | Sell |
-65,029
| Closed | -$1.19M | – | 58 |
|
|
2014
Q4 | $1.19M | Buy |
+65,029
| New | +$1.19M | 1.24% | 12 |
|
|
2013
Q4 | – | Sell |
-29,956
| Closed | -$284K | – | 67 |
|
|
2013
Q3 | $284K | Buy |
+29,956
| New | +$284K | 0.26% | 38 |
|