RGT Wealth Advisors’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,292
| Closed | -$52K | – | 197 |
|
|
2021
Q4 | $52K | Buy |
+3,292
| New | +$52K | 0.01% | 138 |
|
|
2018
Q2 | – | Sell |
-46,239
| Closed | -$811K | – | 55 |
|
|
2018
Q1 | $811K | Sell |
46,239
-29,872
| -39% | -$524K | 0.39% | 30 |
|
|
2017
Q4 | $1.09M | Buy |
+76,111
| New | +$1.09M | 0.59% | 26 |
|