Spartan Planning & Wealth Management’s Hewlett Packard HPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$77.2K Sell
4,544
-10,984
-71% -$187K 0.08% 112
2023
Q3
$270K Buy
+15,528
New +$270K 0.32% 47
2022
Q4
$217K Buy
+13,593
New +$217K 0.27% 59
2022
Q2
Sell
-18,206
Closed -$304K 125
2022
Q1
$304K Buy
+18,206
New +$304K 0.38% 36