TCPWM
Traverso Chambers Private Wealth Management’s Hewlett Packard HPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,600
| Closed | -$99K | – | 108 |
|
|
2020
Q3 | $99K | Hold |
10,600
| – | – | 0.04% | 105 |
|
|
2020
Q2 | $103K | Hold |
10,600
| – | – | 0.04% | 99 |
|
|
2020
Q1 | $103K | Hold |
10,600
| – | – | 0.05% | 94 |
|
|
2019
Q4 | $168K | Sell |
10,600
-260
| -2% | -$4.12K | 0.07% | 103 |
|
|
2019
Q3 | $165K | Hold |
10,860
| – | – | 0.08% | 95 |
|
|
2019
Q2 | $164K | Sell |
10,860
-1,756
| -14% | -$26.5K | 0.08% | 95 |
|
|
2019
Q1 | $195K | Hold |
12,616
| – | – | 0.1% | 96 |
|
|
2018
Q4 | $167K | Buy |
+12,616
| New | +$167K | 0.09% | 93 |
|