TWA
TCI Wealth Advisors’s Hewlett Packard HPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,144
| Closed | -$81.9K | – | 1090 |
|
|
2023
Q1 | $81.9K | Sell |
5,144
-219
| -4% | -$3.49K | 0.01% | 311 |
|
|
2022
Q4 | $85.6K | Buy |
5,363
+2,214
| +70% | +$35.3K | 0.01% | 295 |
|
|
2022
Q3 | $38K | Buy |
3,149
+250
| +9% | +$3.02K | 0.01% | 443 |
|
|
2022
Q2 | $38K | Sell |
2,899
-556
| -16% | -$7.29K | 0.01% | 435 |
|
|
2022
Q1 | $57K | Hold |
3,455
| – | – | 0.01% | 372 |
|
|
2021
Q4 | $54K | Buy |
3,455
+62
| +2% | +$969 | 0.01% | 393 |
|
|
2021
Q3 | $48K | Buy |
3,393
+520
| +18% | +$7.36K | 0.01% | 420 |
|
|
2021
Q2 | $42K | Buy |
2,873
+94
| +3% | +$1.37K | 0.01% | 414 |
|
|
2021
Q1 | $44K | Buy |
2,779
+322
| +13% | +$5.1K | 0.02% | 355 |
|
|
2020
Q4 | $29K | Sell |
2,457
-2,739
| -53% | -$32.3K | 0.01% | 404 |
|
|
2020
Q3 | $49K | Buy |
5,196
+133
| +3% | +$1.25K | 0.02% | 295 |
|
|
2020
Q2 | $49K | Sell |
5,063
-37
| -0.7% | -$358 | 0.02% | 298 |
|
|
2020
Q1 | $50K | Sell |
5,100
-92
| -2% | -$902 | 0.02% | 293 |
|
|
2019
Q4 | $82K | Sell |
5,192
-277
| -5% | -$4.38K | 0.03% | 287 |
|
|
2019
Q3 | $83K | Hold |
5,469
| – | – | 0.04% | 237 |
|
|
2019
Q2 | $82K | Sell |
5,469
-44
| -0.8% | -$660 | 0.04% | 238 |
|
|
2019
Q1 | $85K | Sell |
5,513
-1,162
| -17% | -$17.9K | 0.04% | 249 |
|
|
2018
Q4 | $88K | Buy |
6,675
+84
| +1% | +$1.11K | 0.04% | 229 |
|
|
2018
Q3 | $107K | Buy |
6,591
+58
| +0.9% | +$942 | 0.04% | 219 |
|
|
2018
Q2 | $95K | Sell |
6,533
-100
| -2% | -$1.45K | 0.04% | 231 |
|
|
2018
Q1 | $116K | Sell |
6,633
-38
| -0.6% | -$665 | 0.05% | 199 |
|
|
2017
Q4 | $96K | Hold |
6,671
| – | – | 0.04% | 236 |
|
|
2017
Q3 | $98K | Buy |
6,671
+100
| +2% | +$1.47K | 0.05% | 210 |
|
|
2017
Q2 | $109K | Sell |
6,571
-203
| -3% | -$3.37K | 0.06% | 189 |
|
|
2017
Q1 | $161K | Hold |
6,774
| – | – | 0.08% | 156 |
|
|
2016
Q4 | $157K | Buy |
6,774
+1,046
| +18% | +$24.2K | 0.08% | 163 |
|
|
2016
Q3 | $130K | Hold |
5,728
| – | – | 0.07% | 182 |
|
|
2016
Q2 | $105K | Hold |
5,728
| – | – | 0.06% | 197 |
|
|
2016
Q1 | $102K | Sell |
5,728
-24
| -0.4% | -$427 | 0.06% | 200 |
|
|
2015
Q4 | $87K | Buy |
+5,752
| New | +$87K | 0.05% | 223 |
|