Taylor Hoffman Wealth Management’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,882
| Closed | -$18K | – | 221 |
|
|
2020
Q2 | $18K | Buy |
+1,882
| New | +$18K | 0.01% | 261 |
|
|
2020
Q1 | – | Sell |
-3,482
| Closed | -$55K | – | 226 |
|
|
2019
Q4 | $55K | Hold |
3,482
| – | – | 0.04% | 203 |
|
|
2019
Q3 | $53K | Hold |
3,482
| – | – | 0.04% | 198 |
|
|
2019
Q2 | $52K | Hold |
3,482
| – | – | 0.04% | 189 |
|
|
2019
Q1 | $54K | Hold |
3,482
| – | – | 0.04% | 190 |
|
|
2018
Q4 | $46K | Hold |
3,482
| – | – | 0.04% | 185 |
|
|
2018
Q3 | $57K | Hold |
3,482
| – | – | 0.05% | 177 |
|
|
2018
Q2 | $51K | Hold |
3,482
| – | – | 0.04% | 180 |
|
|
2018
Q1 | $61K | Buy |
3,482
+1,250
| +56% | +$21.9K | 0.06% | 166 |
|
|
2017
Q4 | $32K | Buy |
+2,232
| New | +$32K | 0.03% | 215 |
|