Rockefeller Financial Services’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $70K | Hold |
4,848
| – | – | ﹤0.01% | 398 |
|
|
2017
Q3 | $71K | Sell |
4,848
-1,401
| -22% | -$20.5K | ﹤0.01% | 401 |
|
|
2017
Q2 | $80K | Sell |
6,249
-2,677
| -30% | -$34.3K | ﹤0.01% | 356 |
|
|
2017
Q1 | $123K | Hold |
8,926
| – | – | ﹤0.01% | 343 |
|
|
2016
Q4 | $120K | Buy |
8,926
+495
| +6% | +$6.66K | ﹤0.01% | 362 |
|
|
2016
Q3 | $111K | Sell |
8,431
-323
| -4% | -$4.25K | ﹤0.01% | 344 |
|
|
2016
Q2 | $93K | Sell |
8,754
-10,324
| -54% | -$110K | ﹤0.01% | 362 |
|
|
2016
Q1 | $197K | Sell |
19,078
-44,803
| -70% | -$463K | ﹤0.01% | 322 |
|
|
2015
Q4 | $564K | Buy |
+63,881
| New | +$564K | 0.01% | 241 |
|