Strategic Wealth Investment Group’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,175
| Closed | -$422K | – | 135 |
|
|
2024
Q3 | $422K | Buy |
21,175
+93
| +0.4% | +$1.86K | 0.05% | 98 |
|
|
2024
Q2 | $446K | Buy |
+21,082
| New | +$446K | 0.06% | 93 |
|
|
2023
Q4 | $358K | Hold |
21,082
| – | – | 0.05% | 94 |
|
|
2023
Q3 | $366K | Hold |
21,082
| – | – | 0.07% | 79 |
|
|
2023
Q2 | $354K | Hold |
21,082
| – | – | 0.06% | 97 |
|
|
2023
Q1 | $336K | Sell |
21,082
-3,221
| -13% | -$51.3K | 0.06% | 100 |
|
|
2022
Q4 | $391K | Buy |
24,303
+3,221
| +15% | +$51.8K | 0.09% | 79 |
|
|
2022
Q3 | $253K | Buy |
+21,082
| New | +$253K | 0.07% | 90 |
|