Schechter Investment Advisors’s Hewlett Packard HPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-15,889
Closed -$339K 655
2024
Q4
$339K Buy
15,889
+1,956
+14% +$41.8K 0.03% 462
2024
Q3
$285K Buy
13,933
+1,824
+15% +$37.3K 0.02% 508
2024
Q2
$256K Buy
+12,109
New +$256K 0.02% 505