SWM
Selective Wealth Management’s HP HPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,067
| Closed | -$254K | – | 96 |
|
|
2023
Q2 | $254K | Buy |
+8,067
| New | +$254K | 0.13% | 90 |
|
|
2022
Q4 | $302K | Sell |
10,830
-4,750
| -30% | -$133K | 0.16% | 83 |
|
|
2022
Q3 | $388K | Sell |
15,580
-25,800
| -62% | -$643K | 0.17% | 76 |
|
|
2022
Q2 | $1.36M | Sell |
41,380
-650
| -2% | -$21.3K | 0.48% | 37 |
|
|
2022
Q1 | $1.53M | Sell |
42,030
-2,000
| -5% | -$72.6K | 0.55% | 30 |
|
|
2021
Q4 | $1.66M | Sell |
44,030
-1,267
| -3% | -$47.7K | 0.68% | 25 |
|
|
2021
Q3 | $1.24M | Sell |
45,297
-23,531
| -34% | -$644K | 0.66% | 26 |
|
|
2021
Q2 | $2.08M | Sell |
68,828
-40,911
| -37% | -$1.24M | 1.66% | 13 |
|
|
2021
Q1 | $3.48M | Sell |
109,739
-11,000
| -9% | -$349K | 3.17% | 9 |
|
|
2020
Q4 | $2.97M | Buy |
120,739
+14,689
| +14% | +$361K | 1.92% | 14 |
|
|
2020
Q3 | $2.01M | Buy |
106,050
+7,050
| +7% | +$134K | 1.58% | 16 |
|
|
2020
Q2 | $1.73M | Buy |
+99,000
| New | +$1.73M | 1.43% | 17 |
|