Mosaic Family Wealth’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $793K | Hold |
50,300
| – | – | 0.21% | 75 |
|
|
2021
Q3 | $717K | Buy |
+50,300
| New | +$717K | 0.2% | 79 |
|
|
2019
Q2 | – | Sell |
-20
| Closed | – | – | 363 |
|
|
2019
Q1 | $0 | Sell |
20
-635
| -97% | – | ﹤0.01% | 702 |
|
|
2018
Q4 | $9K | Hold |
655
| – | – | ﹤0.01% | 497 |
|
|
2018
Q3 | $10K | Hold |
655
| – | – | ﹤0.01% | 497 |
|
|
2018
Q2 | $10K | Hold |
655
| – | – | ﹤0.01% | 530 |
|
|
2018
Q1 | $11K | Hold |
655
| – | – | ﹤0.01% | 513 |
|
|
2017
Q4 | $9K | Hold |
655
| – | – | ﹤0.01% | 537 |
|
|
2017
Q3 | $10K | Buy |
655
+533
| +437% | +$8.14K | ﹤0.01% | 559 |
|
|
2017
Q2 | $2K | Sell |
122
-41
| -25% | -$672 | ﹤0.01% | 660 |
|
|
2017
Q1 | $2K | Hold |
163
| – | – | ﹤0.01% | 675 |
|
|
2016
Q4 | $2K | Hold |
163
| – | – | ﹤0.01% | 662 |
|
|
2016
Q3 | $2K | Sell |
163
-1,645
| -91% | -$20.2K | ﹤0.01% | 680 |
|
|
2016
Q2 | $20K | Hold |
1,808
| – | – | 0.01% | 446 |
|
|
2016
Q1 | $18K | Hold |
1,808
| – | – | 0.01% | 450 |
|
|
2015
Q4 | $15K | Buy |
+1,808
| New | +$15K | 0.01% | 481 |
|