Ropes Wealth Advisors’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,200
| Closed | -$54K | – | 476 |
|
|
2020
Q4 | $54K | Sell |
2,200
-89
| -4% | -$2.19K | 0.01% | 372 |
|
|
2020
Q3 | $43K | Hold |
2,289
| – | – | 0.01% | 351 |
|
|
2020
Q2 | $40K | Hold |
2,289
| – | – | 0.01% | 328 |
|
|
2020
Q1 | $40K | Sell |
2,289
-158
| -6% | -$2.76K | 0.01% | 301 |
|
|
2019
Q4 | $50K | Sell |
2,447
-500
| -17% | -$10.2K | 0.01% | 333 |
|
|
2019
Q3 | $56K | Buy |
2,947
+158
| +6% | +$3K | 0.01% | 329 |
|
|
2019
Q2 | $58K | Buy |
2,789
+100
| +4% | +$2.08K | 0.01% | 324 |
|
|
2019
Q1 | $52K | Hold |
2,689
| – | – | 0.01% | 326 |
|
|
2018
Q4 | $55K | Hold |
2,689
| – | – | 0.02% | 301 |
|
|
2018
Q3 | $69K | Hold |
2,689
| – | – | 0.02% | 305 |
|
|
2018
Q2 | $61K | Hold |
2,689
| – | – | 0.02% | 332 |
|
|
2018
Q1 | $59K | Hold |
2,689
| – | – | 0.02% | 317 |
|
|
2017
Q4 | $56K | Hold |
2,689
| – | – | 0.01% | 337 |
|
|
2017
Q3 | $54K | Sell |
2,689
-118
| -4% | -$2.37K | 0.01% | 325 |
|
|
2017
Q2 | $49K | Sell |
2,807
-527
| -16% | -$9.2K | 0.01% | 334 |
|
|
2017
Q1 | $60K | Hold |
3,334
| – | – | 0.02% | 306 |
|
|
2016
Q4 | $49K | Sell |
3,334
-3,600
| -52% | -$52.9K | 0.02% | 319 |
|
|
2016
Q3 | $108K | Hold |
6,934
| – | – | 0.04% | 235 |
|
|
2016
Q2 | $87K | Buy |
6,934
+327
| +5% | +$4.1K | 0.03% | 240 |
|
|
2016
Q1 | $81K | Hold |
6,607
| – | – | 0.04% | 196 |
|
|
2015
Q4 | $78K | Buy |
+6,607
| New | +$78K | 0.03% | 215 |
|
|
2015
Q3 | – | Sell |
-17,180
| Closed | -$234K | – | 415 |
|
|
2015
Q2 | $234K | Sell |
17,180
-495
| -3% | -$6.74K | 0.13% | 116 |
|
|
2015
Q1 | $250K | Buy |
+17,675
| New | +$250K | 0.13% | 115 |
|