Optimum Investment Advisors’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	-400	Closed	-$6.95K	–	680
2023 Q3	$6.95K	Hold	400	–	–	﹤0.01%	582
2023 Q2	$6.72K	Hold	400	–	–	﹤0.01%	581
2023 Q1	$6.37K	Hold	400	–	–	﹤0.01%	597
2022 Q4	$6.38K	Hold	400	–	–	﹤0.01%	605
2022 Q3	$5K	Hold	400	–	–	﹤0.01%	651
2022 Q2	$5K	Hold	400	–	–	﹤0.01%	676
2022 Q1	$7K	Hold	400	–	–	﹤0.01%	685
2021 Q4	$6K	Hold	400	–	–	﹤0.01%	715
2021 Q3	$6K	Sell	400 -100	-20%	-$1.5K	﹤0.01%	722
2021 Q2	$7K	Hold	500	–	–	﹤0.01%	790
2021 Q1	$8K	Sell	500 -370	-43%	-$5.92K	﹤0.01%	781
2020 Q4	$10K	Sell	870 -1,000	-53%	-$11.5K	﹤0.01%	728
2020 Q3	$18K	Sell	1,870 -107	-5%	-$1.03K	0.01%	623
2020 Q2	$19K	Hold	1,977	–	–	0.01%	608
2020 Q1	$19K	Sell	1,977 -175	-8%	-$1.68K	0.01%	580
2019 Q4	$34K	Hold	2,152	–	–	0.01%	589
2019 Q3	$33K	Hold	2,152	–	–	0.01%	583
2019 Q2	$32K	Buy	2,152 +600	+39%	+$8.92K	0.01%	599
2019 Q1	$24K	Hold	1,552	–	–	0.01%	652
2018 Q4	$21K	Hold	1,552	–	–	0.01%	645
2018 Q3	$25K	Hold	1,552	–	–	0.01%	682
2018 Q2	$23K	Hold	1,552	–	–	0.01%	701
2018 Q1	$27K	Buy	+1,552	New	+$27K	0.01%	649