PWAG
Polaris Wealth Advisory Group’s Helmerich & Payne HP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-190,202
| Closed | -$12.7M | – | 126 |
|
|
2017
Q1 | $12.7M | Buy |
+190,202
| New | +$12.7M | 1.38% | 37 |
|
|
2015
Q3 | – | Sell |
-75,055
| Closed | -$5.29M | – | 76 |
|
|
2015
Q2 | $5.29M | Buy |
+75,055
| New | +$5.29M | 1.05% | 43 |
|
|
2014
Q4 | – | Sell |
-26,294
| Closed | -$2.57M | – | 80 |
|
|
2014
Q3 | $2.57M | Buy |
26,294
+4,090
| +18% | +$400K | 0.58% | 43 |
|
|
2014
Q2 | $2.58M | Sell |
22,204
-1,210
| -5% | -$140K | 0.57% | 28 |
|
|
2014
Q1 | $2.52M | Buy |
23,414
+3,314
| +16% | +$356K | 0.59% | 24 |
|
|
2013
Q4 | $1.69M | Buy |
+20,100
| New | +$1.69M | 0.42% | 42 |
|