TriaGen Wealth Management’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-25,775
| Closed | -$662K | – | 166 |
|
|
2023
Q3 | $662K | Hold |
25,775
| – | – | 0.34% | 71 |
|
|
2023
Q2 | $792K | Sell |
25,775
-2,900
| -10% | -$89.1K | 0.36% | 70 |
|
|
2023
Q1 | $842K | Sell |
28,675
-1,100
| -4% | -$32.3K | 0.42% | 68 |
|
|
2022
Q4 | $800K | Sell |
29,775
-9,900
| -25% | -$266K | 0.44% | 62 |
|
|
2022
Q3 | $989K | Sell |
39,675
-1,163
| -3% | -$29K | 0.55% | 49 |
|
|
2022
Q2 | $1.34M | Buy |
+40,838
| New | +$1.34M | 0.95% | 30 |
|
|
2021
Q1 | – | Sell |
-22,300
| Closed | -$548K | – | 174 |
|
|
2020
Q4 | $548K | Buy |
+22,300
| New | +$548K | 0.32% | 90 |
|