Physicians Financial Services’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,770
| Closed | -$262K | – | 110 |
|
|
2019
Q4 | $262K | Sell |
5,770
-1,760
| -23% | -$79.9K | 0.14% | 106 |
|
|
2019
Q3 | $302K | Sell |
7,530
-500
| -6% | -$20.1K | 0.17% | 98 |
|
|
2019
Q2 | $406K | Sell |
8,030
-250
| -3% | -$12.6K | 0.24% | 85 |
|
|
2019
Q1 | $460K | Sell |
8,280
-400
| -5% | -$22.2K | 0.29% | 81 |
|
|
2018
Q4 | $416K | Sell |
8,680
-1,400
| -14% | -$67.1K | 0.3% | 79 |
|
|
2018
Q3 | $694K | Sell |
10,080
-1,300
| -11% | -$89.5K | 0.48% | 61 |
|
|
2018
Q2 | $725K | Sell |
11,380
-70
| -0.6% | -$4.46K | 0.54% | 57 |
|
|
2018
Q1 | $739K | Sell |
11,450
-500
| -4% | -$32.3K | 0.59% | 55 |
|
|
2017
Q4 | $772K | Sell |
11,950
-1,000
| -8% | -$64.6K | 0.59% | 57 |
|
|
2017
Q3 | $675K | Hold |
12,950
| – | – | 0.55% | 57 |
|
|
2017
Q2 | $704K | Buy |
12,950
+100
| +0.8% | +$5.44K | 0.6% | 54 |
|
|
2017
Q1 | $855K | Buy |
12,850
+50
| +0.4% | +$3.33K | 0.74% | 47 |
|
|
2016
Q4 | $806K | Sell |
12,800
-50
| -0.4% | -$3.15K | 0.66% | 49 |
|
|
2016
Q3 | $864K | Buy |
12,850
+650
| +5% | +$43.7K | 0.72% | 44 |
|
|
2016
Q2 | $819K | Sell |
12,200
-100
| -0.8% | -$6.71K | 0.72% | 47 |
|
|
2016
Q1 | $722K | Hold |
12,300
| – | – | 0.65% | 48 |
|
|
2015
Q4 | $659K | Buy |
+12,300
| New | +$659K | 0.61% | 52 |
|