Shufro Rose & Co’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,000
| Closed | -$318K | – | 298 |
|
|
2019
Q4 | $318K | Buy |
+7,000
| New | +$318K | 0.03% | 217 |
|
|
2014
Q2 | – | Sell |
-2,500
| Closed | -$268K | – | 264 |
|
|
2014
Q1 | $268K | Sell |
2,500
-1,500
| -38% | -$161K | 0.03% | 207 |
|
|
2013
Q4 | $336K | Hold |
4,000
| – | – | 0.04% | 195 |
|
|
2013
Q3 | $275K | Hold |
4,000
| – | – | 0.03% | 195 |
|
|
2013
Q2 | $249K | Buy |
+4,000
| New | +$249K | 0.03% | 202 |
|