Trek Financial’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,212
| Closed | -$218K | – | 418 |
|
|
2024
Q2 | $218K | Buy |
+6,212
| New | +$218K | 0.02% | 363 |
|
|
2021
Q4 | – | Sell |
-46,849
| Closed | -$1.28M | – | 229 |
|
|
2021
Q3 | $1.28M | Buy |
46,849
+4,851
| +12% | +$133K | 0.13% | 63 |
|
|
2021
Q2 | $1.27M | Buy |
+41,998
| New | +$1.27M | 0.14% | 58 |
|