TRUE Private Wealth Advisors’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 |
-6,813
| Closed | -$239K | – | 241 |
|
|
2024
Q2 | $239K | Sell |
6,813
-141
| -2% | -$4.94K | 0.03% | 247 |
|
|
2024
Q1 | $210K | Sell |
6,954
-26
| -0.4% | -$786 | 0.02% | 269 |
|
|
2023
Q4 | $210K | Buy |
+6,980
| New | +$210K | 0.03% | 273 |
|
|
2023
Q3 | – | Sell |
-7,056
| Closed | -$217K | – | 265 |
|
|
2023
Q2 | $217K | Buy |
7,056
+11
| +0.2% | +$338 | 0.03% | 223 |
|
|
2023
Q1 | $207K | Buy |
+7,045
| New | +$207K | 0.03% | 216 |
|
|
2022
Q3 | – | Sell |
-7,023
| Closed | -$230K | – | 230 |
|
|
2022
Q2 | $230K | Buy |
7,023
+210
| +3% | +$6.88K | 0.03% | 199 |
|
|
2022
Q1 | $268K | Sell |
6,813
-45
| -0.7% | -$1.77K | 0.04% | 195 |
|
|
2021
Q4 | $258K | Buy |
+6,858
| New | +$258K | 0.04% | 219 |
|
|
2021
Q3 | – | Sell |
-7,010
| Closed | -$212K | – | 250 |
|
|
2021
Q2 | $212K | Buy |
7,010
+4
| +0.1% | +$121 | 0.03% | 219 |
|
|
2021
Q1 | $224K | Buy |
7,006
+5
| +0.1% | +$160 | 0.04% | 210 |
|
|
2020
Q4 | $173K | Sell |
7,001
-295
| -4% | -$7.29K | 0.03% | 207 |
|
|
2020
Q3 | $139K | Buy |
7,296
+6
| +0.1% | +$114 | 0.02% | 215 |
|
|
2020
Q2 | $128K | Buy |
7,290
+6
| +0.1% | +$105 | 0.02% | 214 |
|
|
2020
Q1 | $127K | Buy |
7,284
+38
| +0.5% | +$663 | 0.03% | 181 |
|
|
2019
Q4 | $150K | Buy |
+7,246
| New | +$150K | 0.02% | 249 |
|
|
2019
Q3 | – | Sell |
-6,954
| Closed | -$145K | – | 446 |
|
|
2019
Q2 | $145K | Buy |
+6,954
| New | +$145K | 0.02% | 228 |
|
|
2018
Q4 | – | Sell |
-9,694
| Closed | -$251K | – | 546 |
|
|
2018
Q3 | $251K | Sell |
9,694
-98
| -1% | -$2.54K | 0.04% | 237 |
|
|
2018
Q2 | $223K | Buy |
9,792
+590
| +6% | +$13.4K | 0.04% | 248 |
|
|
2018
Q1 | $202K | Buy |
+9,202
| New | +$202K | 0.03% | 218 |
|