SWS
SYSTM Wealth Solutions’s Hewlett Packard HPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-83
| Closed | -$1.78K | – | 333 |
|
|
2024
Q2 | $1.78K | Sell |
83
-20,634
| -100% | -$442K | ﹤0.01% | 623 |
|
|
2024
Q1 | $369K | Sell |
20,717
-382
| -2% | -$6.81K | 0.05% | 318 |
|
|
2023
Q4 | $360K | Sell |
21,099
-1,597
| -7% | -$27.3K | 0.05% | 308 |
|
|
2023
Q3 | $394K | Buy |
22,696
+195
| +0.9% | +$3.39K | 0.06% | 318 |
|
|
2023
Q2 | $378K | Buy |
22,501
+502
| +2% | +$8.43K | 0.05% | 356 |
|
|
2023
Q1 | $350K | Sell |
21,999
-363
| -2% | -$5.78K | 0.05% | 358 |
|
|
2022
Q4 | $357K | Buy |
+22,362
| New | +$357K | 0.04% | 393 |
|