Mark Sheptoff Financial Planning’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-25
| Closed | -$643 | – | 399 |
|
|
2023
Q3 | $643 | Hold |
25
| – | – | ﹤0.01% | 363 |
|
|
2023
Q2 | $768 | Hold |
25
| – | – | ﹤0.01% | 371 |
|
|
2023
Q1 | $734 | Hold |
25
| – | – | ﹤0.01% | 368 |
|
|
2022
Q4 | $672 | Hold |
25
| – | – | ﹤0.01% | 375 |
|
|
2022
Q3 | $1K | Sell |
25
-2,600
| -99% | -$104K | ﹤0.01% | 347 |
|
|
2022
Q2 | $86K | Buy |
2,625
+2,600
| +10,400% | +$85.2K | 0.05% | 127 |
|
|
2022
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 409 |
|
|
2021
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 438 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$2K | – | 370 |
|
|
2019
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 322 |
|
|
2019
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 325 |
|
|
2018
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 305 |
|
|
2018
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 333 |
|
|
2018
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 344 |
|
|
2018
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 356 |
|
|
2017
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 350 |
|
|
2017
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 349 |
|
|
2017
Q2 | $2K | Sell |
100
-1
| -1% | -$20 | ﹤0.01% | 337 |
|
|
2017
Q1 | $2K | Buy |
101
+1
| +1% | +$20 | ﹤0.01% | 337 |
|
|
2016
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 340 |
|
|
2016
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 326 |
|
|
2016
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 331 |
|
|
2016
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 331 |
|
|
2015
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 357 |
|
|
2015
Q3 | – | Sell |
-220
| Closed | -$3K | – | 420 |
|
|
2015
Q2 | $3K | Hold |
220
| – | – | ﹤0.01% | 315 |
|
|
2015
Q1 | $3K | Hold |
220
| – | – | ﹤0.01% | 302 |
|
|
2014
Q4 | $4K | Sell |
220
-1,392
| -86% | -$25.3K | ﹤0.01% | 296 |
|
|
2014
Q3 | $26K | Buy |
1,612
+220
| +16% | +$3.55K | 0.02% | 206 |
|
|
2014
Q2 | $21K | Hold |
1,392
| – | – | 0.02% | 225 |
|
|
2014
Q1 | $20K | Buy |
+1,392
| New | +$20K | 0.02% | 234 |
|