TrueWealth LLC’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-500
| Closed | -$8K | – | 742 |
|
|
2020
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 481 |
|
|
2019
Q4 | $23K | Hold |
500
| – | – | 0.01% | 360 |
|
|
2019
Q3 | $20K | Hold |
500
| – | – | 0.01% | 370 |
|
|
2019
Q2 | $25K | Hold |
500
| – | – | 0.01% | 343 |
|
|
2019
Q1 | $28K | Hold |
500
| – | – | 0.01% | 329 |
|
|
2018
Q4 | $24K | Hold |
500
| – | – | 0.01% | 336 |
|
|
2018
Q3 | $34K | Hold |
500
| – | – | 0.02% | 320 |
|
|
2018
Q2 | $32K | Hold |
500
| – | – | 0.02% | 327 |
|
|
2018
Q1 | $33K | Hold |
500
| – | – | 0.02% | 301 |
|
|
2017
Q4 | $32K | Buy |
+500
| New | +$32K | 0.02% | 344 |
|