TrueWealth LLC’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $12K | Sell |
1,284
-1,092
| -46% | -$10.2K | 0.01% | 444 |
|
|
2020
Q1 | $23K | Hold |
2,376
| – | – | 0.01% | 340 |
|
|
2019
Q4 | $38K | Hold |
2,376
| – | – | 0.02% | 298 |
|
|
2019
Q3 | $36K | Hold |
2,376
| – | – | 0.02% | 298 |
|
|
2019
Q2 | $36K | Buy |
2,376
+1,000
| +73% | +$15.2K | 0.02% | 306 |
|
|
2019
Q1 | $21K | Hold |
1,376
| – | – | 0.01% | 361 |
|
|
2018
Q4 | $18K | Hold |
1,376
| – | – | 0.01% | 371 |
|
|
2018
Q3 | $22K | Hold |
1,376
| – | – | 0.01% | 377 |
|
|
2018
Q2 | $20K | Hold |
1,376
| – | – | 0.01% | 389 |
|
|
2018
Q1 | $24K | Buy |
1,376
+49
| +4% | +$855 | 0.01% | 336 |
|
|
2017
Q4 | $19K | Buy |
+1,327
| New | +$19K | 0.01% | 400 |
|