River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,504
| Closed | -$165K | – | 214 |
|
|
2021
Q1 | $165K | Sell |
10,504
-500
| -5% | -$7.85K | 0.03% | 208 |
|
|
2020
Q4 | $130K | Sell |
11,004
-1,635
| -13% | -$19.3K | 0.03% | 203 |
|
|
2020
Q3 | $118K | Sell |
12,639
-2,294
| -15% | -$21.4K | 0.03% | 197 |
|
|
2020
Q2 | $145K | Sell |
14,933
-977
| -6% | -$9.49K | 0.04% | 178 |
|
|
2020
Q1 | $154K | Sell |
15,910
-544
| -3% | -$5.27K | 0.06% | 155 |
|
|
2019
Q4 | $261K | Sell |
16,454
-542
| -3% | -$8.6K | 0.09% | 148 |
|
|
2019
Q3 | $258K | Sell |
16,996
-242
| -1% | -$3.67K | 0.1% | 148 |
|
|
2019
Q2 | $258K | Sell |
17,238
-943
| -5% | -$14.1K | 0.1% | 150 |
|
|
2019
Q1 | $281K | Buy |
18,181
+9
| +0% | +$139 | 0.12% | 139 |
|
|
2018
Q4 | $240K | Sell |
18,172
-793
| -4% | -$10.5K | 0.11% | 143 |
|
|
2018
Q3 | $309K | Sell |
18,965
-3,013
| -14% | -$49.1K | 0.11% | 142 |
|
|
2018
Q2 | $321K | Sell |
21,978
-1,004
| -4% | -$14.7K | 0.12% | 138 |
|
|
2018
Q1 | $403K | Sell |
22,982
-393
| -2% | -$6.89K | 0.17% | 125 |
|
|
2017
Q4 | $336K | Sell |
23,375
-3,634
| -13% | -$52.2K | 0.14% | 131 |
|
|
2017
Q3 | $397K | Sell |
27,009
-9,498
| -26% | -$140K | 0.18% | 127 |
|
|
2017
Q2 | $470K | Sell |
36,507
-14,091
| -28% | -$181K | 0.22% | 113 |
|
|
2017
Q1 | $697K | Sell |
50,598
-1,542
| -3% | -$21.2K | 0.34% | 94 |
|
|
2016
Q4 | $701K | Buy |
52,140
+1,330
| +3% | +$17.9K | 0.35% | 92 |
|
|
2016
Q3 | $672K | Buy |
50,810
+11,038
| +28% | +$146K | 0.37% | 91 |
|
|
2016
Q2 | $422K | Buy |
39,772
+7,298
| +22% | +$77.4K | 0.24% | 113 |
|
|
2016
Q1 | $335K | Sell |
32,474
-6,479
| -17% | -$66.8K | 0.2% | 125 |
|
|
2015
Q4 | $344K | Buy |
+38,953
| New | +$344K | 0.22% | 118 |
|