Mariner Independent Advisor Network’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $267K | Buy |
22,249
+777
| +4% | +$9.32K | 0.01% | 530 |
|
2022
Q2 | $282K | Sell |
21,472
-2,450
| -10% | -$32.2K | 0.01% | 522 |
|
2022
Q1 | $392K | Buy |
+23,922
| New | +$392K | 0.02% | 463 |
|
2021
Q4 | – | Sell |
-14,931
| Closed | -$213K | – | 479 |
|
2021
Q3 | $213K | Buy |
14,931
+2,351
| +19% | +$33.5K | 0.01% | 460 |
|
2021
Q2 | $183K | Buy |
+12,580
| New | +$183K | 0.01% | 484 |
|
2020
Q1 | – | Sell |
-14,700
| Closed | -$234K | – | 377 |
|
2019
Q4 | $234K | Buy |
+14,700
| New | +$234K | 0.02% | 360 |
|
2018
Q2 | – | Sell |
-37,892
| Closed | -$664K | – | 225 |
|
2018
Q1 | $664K | Buy |
37,892
+18,112
| +92% | +$317K | 0.04% | 260 |
|
2017
Q4 | $284K | Buy |
+19,780
| New | +$284K | 0.03% | 274 |
|
2016
Q3 | – | Sell |
-54,528
| Closed | -$579K | – | 174 |
|
2016
Q2 | $579K | Buy |
+54,528
| New | +$579K | 0.11% | 116 |
|