Summit Wealth Group’s Hewlett Packard HPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-18,845
Closed -$1K 157
2023
Q1
$1K Buy
+18,845
New +$1K 0.02% 120
2021
Q3
Sell
-117
Closed -$2K 126
2021
Q2
$2K Hold
117
﹤0.01% 161
2021
Q1
$2K Buy
+117
New +$2K ﹤0.01% 149