Transform Wealth’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,833
| Closed | -$320K | – | 231 |
|
|
2023
Q4 | $320K | Sell |
8,833
-86
| -1% | -$3.12K | 0.03% | 200 |
|
|
2023
Q3 | $376K | Buy |
8,919
+354
| +4% | +$14.9K | 0.04% | 188 |
|
|
2023
Q2 | $304K | Buy |
8,565
+201
| +2% | +$7.13K | 0.03% | 214 |
|
|
2023
Q1 | $299K | Buy |
+8,364
| New | +$299K | 0.03% | 213 |
|