Summit Wealth & Retirement Planning’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-24,800
| Closed | -$390K | – | 89 |
|
|
2021
Q1 | $390K | Hold |
24,800
| – | – | 0.14% | 77 |
|
|
2020
Q4 | $294K | Hold |
24,800
| – | – | 0.11% | 97 |
|
|
2020
Q3 | $232K | Hold |
24,800
| – | – | 0.1% | 98 |
|
|
2020
Q2 | $241K | Sell |
24,800
-846
| -3% | -$8.22K | 0.11% | 103 |
|
|
2020
Q1 | $249K | Sell |
25,646
-144
| -0.6% | -$1.4K | 0.13% | 101 |
|
|
2019
Q4 | $409K | Sell |
25,790
-144
| -0.6% | -$2.28K | 0.18% | 92 |
|
|
2019
Q3 | $393K | Hold |
25,934
| – | – | 0.24% | 83 |
|
|
2019
Q2 | $388K | Hold |
25,934
| – | – | 0.23% | 90 |
|
|
2019
Q1 | $400K | Buy |
25,934
+288
| +1% | +$4.44K | 0.24% | 90 |
|
|
2018
Q4 | $339K | Buy |
+25,646
| New | +$339K | 0.26% | 79 |
|