PWAG
Polaris Wealth Advisory Group’s Hewlett Packard HPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,405,488
| Closed | -$22.2M | – | 182 |
|
|
2021
Q1 | $22.2M | Buy |
1,405,488
+1,366,430
| +3,498% | +$21.6M | 1.42% | 28 |
|
|
2020
Q4 | $464K | Buy |
+39,058
| New | +$464K | 0.03% | 130 |
|
|
2018
Q4 | – | Sell |
-4,203
| Closed | -$69K | – | 281 |
|
|
2018
Q3 | $69K | Hold |
4,203
| – | – | ﹤0.01% | 223 |
|
|
2018
Q2 | $74K | Hold |
4,203
| – | – | 0.01% | 118 |
|
|
2018
Q1 | $74K | Buy |
+4,203
| New | +$74K | 0.01% | 193 |
|