MinichMacGregor Wealth Management’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-51
| Closed | -$813 | – | 318 |
|
2022
Q4 | $813 | Buy |
+51
| New | +$813 | ﹤0.01% | 645 |
|
2018
Q4 | – | Sell |
-103
| Closed | -$1K | – | 262 |
|
2018
Q3 | $1K | Hold |
103
| – | – | ﹤0.01% | 482 |
|
2018
Q2 | $1K | Hold |
103
| – | – | ﹤0.01% | 485 |
|
2018
Q1 | $1K | Hold |
103
| – | – | ﹤0.01% | 467 |
|
2017
Q4 | $1K | Hold |
103
| – | – | ﹤0.01% | 460 |
|
2017
Q3 | $1K | Sell |
103
-30
| -23% | -$291 | ﹤0.01% | 436 |
|
2017
Q2 | $1K | Sell |
133
-63
| -32% | -$474 | ﹤0.01% | 431 |
|
2017
Q1 | $2K | Sell |
196
-103
| -34% | -$1.05K | ﹤0.01% | 379 |
|
2016
Q4 | $4K | Hold |
299
| – | – | ﹤0.01% | 350 |
|
2016
Q3 | $3K | Hold |
299
| – | – | ﹤0.01% | 359 |
|
2016
Q2 | $3K | Sell |
299
-16
| -5% | -$161 | ﹤0.01% | 348 |
|
2016
Q1 | $3K | Buy |
+315
| New | +$3K | ﹤0.01% | 339 |
|