Next Financial Group’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 | $458K | Buy |
28,939
+7,922
| +38% | +$125K | 0.03% | 584 |
|
|
2021
Q3 | $300K | Buy |
21,017
+819
| +4% | +$11.7K | 0.02% | 663 |
|
|
2021
Q2 | $295K | Buy |
20,198
+7,849
| +64% | +$115K | 0.02% | 688 |
|
|
2021
Q1 | $194K | Buy |
12,349
+6,549
| +113% | +$103K | 0.02% | 789 |
|
|
2020
Q4 | $69K | Buy |
5,800
+450
| +8% | +$5.35K | 0.01% | 1090 |
|
|
2020
Q3 | $50K | Buy |
+5,350
| New | +$50K | 0.01% | 1110 |
|
|
2020
Q2 | – | Sell |
-2,196
| Closed | -$21K | – | 1152 |
|
|
2020
Q1 | $21K | Sell |
2,196
-1,178
| -35% | -$11.3K | ﹤0.01% | 1253 |
|
|
2019
Q4 | $54K | Buy |
3,374
+1,226
| +57% | +$19.6K | 0.01% | 1159 |
|
|
2019
Q3 | $33K | Buy |
2,148
+249
| +13% | +$3.83K | ﹤0.01% | 1272 |
|
|
2019
Q2 | $28K | Buy |
1,899
+350
| +23% | +$5.16K | ﹤0.01% | 1350 |
|
|
2019
Q1 | $24K | Sell |
1,549
-706
| -31% | -$10.9K | 0.01% | 917 |
|
|
2018
Q4 | $30K | Buy |
2,255
+756
| +50% | +$10.1K | 0.01% | 963 |
|
|
2018
Q3 | $24K | Buy |
+1,499
| New | +$24K | 0.01% | 728 |
|
|
2017
Q4 | – | Sell |
-2,684
| Closed | -$40K | – | 744 |
|
|
2017
Q3 | $40K | Sell |
2,684
-1,486
| -36% | -$22.1K | 0.01% | 763 |
|
|
2017
Q2 | $54K | Sell |
4,170
-2,504
| -38% | -$32.4K | 0.01% | 758 |
|
|
2017
Q1 | $72K | Sell |
6,674
-7,681
| -54% | -$82.9K | 0.02% | 595 |
|
|
2016
Q4 | $193K | Hold |
14,355
| – | – | 0.03% | 478 |
|
|
2016
Q3 | $190K | Buy |
14,355
+7,402
| +106% | +$98K | 0.03% | 483 |
|
|
2016
Q2 | $73K | Buy |
6,953
+780
| +13% | +$8.19K | 0.02% | 555 |
|
|
2016
Q1 | $63K | Sell |
6,173
-5,902
| -49% | -$60.2K | 0.02% | 548 |
|
|
2015
Q4 | $106K | Buy |
+12,075
| New | +$106K | 0.04% | 405 |
|