Patriot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-108,446
| Closed | -$5.65M | – | 90 |
|
|
2017
Q3 | $5.65M | Buy |
108,446
+808
| +0.8% | +$42.1K | 0.92% | 41 |
|
|
2017
Q2 | $5.85M | Buy |
+107,638
| New | +$5.85M | 0.98% | 43 |
|
|
2016
Q3 | – | Sell |
-87,029
| Closed | -$5.84M | – | 71 |
|
|
2016
Q2 | $5.84M | Buy |
+87,029
| New | +$5.84M | 1.15% | 32 |
|
|
2016
Q1 | – | Sell |
-71,989
| Closed | -$3.86M | – | 72 |
|
|
2015
Q4 | $3.86M | Sell |
71,989
-501
| -0.7% | -$26.8K | 0.8% | 51 |
|
|
2015
Q3 | $3.43M | Buy |
72,490
+2,144
| +3% | +$101K | 0.79% | 51 |
|
|
2015
Q2 | $4.95M | Buy |
70,346
+826
| +1% | +$58.2K | 1.1% | 36 |
|
|
2015
Q1 | $4.73M | Buy |
+69,520
| New | +$4.73M | 1.05% | 38 |
|