Shepherd Kaplan Krochuk’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-11,006
| Closed | -$201K | – | 401 |
|
|
2014
Q4 | $201K | Sell |
11,006
-14,467
| -57% | -$264K | 0.03% | 325 |
|
|
2014
Q3 | $410K | Sell |
25,473
-10,318
| -29% | -$166K | 0.05% | 224 |
|
|
2014
Q2 | $548K | Buy |
35,791
+1,548
| +5% | +$23.7K | 0.06% | 198 |
|
|
2014
Q1 | $503K | Hold |
34,243
| – | – | 0.06% | 207 |
|
|
2013
Q4 | $435K | Buy |
+34,243
| New | +$435K | 0.06% | 226 |
|