MorganRosel Wealth Management’s Helmerich & Payne HP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-20,332
Closed -$727K 99
2023
Q1
$727K Buy
20,332
+3,063
+18% +$110K 0.31% 63
2022
Q4
$856K Sell
17,269
-8,337
-33% -$413K 0.39% 52
2022
Q3
$947K Buy
25,606
+651
+3% +$24.1K 0.48% 36
2022
Q2
$1.08M Buy
+24,955
New +$1.08M 0.58% 30