Security National Trust’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,547
| Closed | -$20K | – | 409 |
|
|
2017
Q2 | $20K | Sell |
1,547
-518
| -25% | -$6.7K | 0.01% | 327 |
|
|
2017
Q1 | $28K | Hold |
2,065
| – | – | 0.01% | 307 |
|
|
2016
Q4 | $28K | Hold |
2,065
| – | – | 0.01% | 313 |
|
|
2016
Q3 | $27K | Hold |
2,065
| – | – | 0.01% | 319 |
|
|
2016
Q2 | $22K | Hold |
2,065
| – | – | 0.01% | 328 |
|
|
2016
Q1 | $21K | Hold |
2,065
| – | – | 0.01% | 330 |
|
|
2015
Q4 | $18K | Buy |
+2,065
| New | +$18K | 0.01% | 332 |
|