MBM Wealth Consultants’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,607
| Closed | -$241K | – | 115 |
|
|
2023
Q3 | $241K | Buy |
14,607
+715
| +5% | +$11.8K | 0.1% | 92 |
|
|
2023
Q2 | $237K | Buy |
13,892
+5,099
| +58% | +$87.1K | 0.1% | 92 |
|
|
2023
Q1 | $142K | Hold |
8,793
| – | – | 0.06% | 117 |
|
|
2022
Q4 | $142K | Buy |
8,793
+2,164
| +33% | +$34.9K | 0.07% | 109 |
|
|
2022
Q3 | $83K | Buy |
6,629
+1,838
| +38% | +$23K | 0.04% | 127 |
|
|
2022
Q2 | $64K | Buy |
4,791
+169
| +4% | +$2.26K | 0.03% | 144 |
|
|
2022
Q1 | $77K | Buy |
4,622
+1,240
| +37% | +$20.7K | 0.03% | 149 |
|
|
2021
Q4 | $53K | Buy |
+3,382
| New | +$53K | 0.02% | 151 |
|