SWA
SFMG Wealth Advisors’s Helmerich & Payne HP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-4,784
| Closed | -$326K | – | 137 |
|
|
2015
Q1 | $326K | Buy |
4,784
+1,392
| +41% | +$94.9K | 0.03% | 126 |
|
|
2014
Q4 | $229K | Hold |
3,392
| – | – | 0.05% | 105 |
|
|
2014
Q3 | $332K | Hold |
3,392
| – | – | 0.1% | 56 |
|
|
2014
Q2 | $394K | Hold |
3,392
| – | – | 0.14% | 50 |
|
|
2014
Q1 | $365K | Buy |
3,392
+500
| +17% | +$53.8K | 0.12% | 48 |
|
|
2013
Q4 | $243K | Buy |
+2,892
| New | +$243K | 0.08% | 63 |
|