Summit Wealth & Retirement Planning’s HP HPQ 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 | -$787K | – | 90 |
|
|
2021
Q1 | $787K | Hold |
24,800
| – | – | 0.29% | 53 |
|
|
2020
Q4 | $610K | Hold |
24,800
| – | – | 0.23% | 72 |
|
|
2020
Q3 | $471K | Hold |
24,800
| – | – | 0.2% | 75 |
|
|
2020
Q2 | $432K | Sell |
24,800
-846
| -3% | -$14.7K | 0.2% | 78 |
|
|
2020
Q1 | $445K | Sell |
25,646
-144
| -0.6% | -$2.5K | 0.24% | 74 |
|
|
2019
Q4 | $530K | Sell |
25,790
-144
| -0.6% | -$2.96K | 0.24% | 79 |
|
|
2019
Q3 | $491K | Hold |
25,934
| – | – | 0.3% | 72 |
|
|
2019
Q2 | $539K | Hold |
25,934
| – | – | 0.32% | 71 |
|
|
2019
Q1 | $504K | Buy |
25,934
+288
| +1% | +$5.6K | 0.3% | 78 |
|
|
2018
Q4 | $525K | Buy |
+25,646
| New | +$525K | 0.4% | 60 |
|