TRUE Private Wealth Advisors’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,062
| Closed | -$256K | – | 241 |
|
|
2022
Q4 | $256K | Sell |
16,062
-610
| -4% | -$9.74K | 0.04% | 183 |
|
|
2022
Q3 | $199K | Buy |
16,672
+794
| +5% | +$9.48K | 0.03% | 205 |
|
|
2022
Q2 | $210K | Buy |
+15,878
| New | +$210K | 0.03% | 213 |
|
|
2021
Q1 | – | Sell |
-8,786
| Closed | -$105K | – | 441 |
|
|
2020
Q4 | $105K | Sell |
8,786
-271
| -3% | -$3.24K | 0.02% | 268 |
|
|
2020
Q3 | $85K | Buy |
9,057
+1,511
| +20% | +$14.2K | 0.01% | 271 |
|
|
2020
Q2 | $74K | Buy |
7,546
+10
| +0.1% | +$98 | 0.01% | 279 |
|
|
2020
Q1 | $74K | Buy |
7,536
+43
| +0.6% | +$422 | 0.02% | 245 |
|
|
2019
Q4 | $119K | Buy |
+7,493
| New | +$119K | 0.02% | 269 |
|
|
2019
Q3 | – | Sell |
-7,182
| Closed | -$108K | – | 445 |
|
|
2019
Q2 | $108K | Buy |
+7,182
| New | +$108K | 0.02% | 249 |
|
|
2018
Q4 | – | Sell |
-8,335
| Closed | -$137K | – | 545 |
|
|
2018
Q3 | $137K | Buy |
+8,335
| New | +$137K | 0.02% | 307 |
|
|
2016
Q4 | – | Sell |
-16,172
| Closed | -$204K | – | 150 |
|
|
2016
Q3 | $204K | Buy |
+16,172
| New | +$204K | 0.07% | 138 |
|