TrueWealth LLC’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $24K | Sell |
1,388
-45
| -3% | -$778 | 0.01% | 359 |
|
|
2020
Q1 | $25K | Hold |
1,433
| – | – | 0.01% | 331 |
|
|
2019
Q4 | $29K | Hold |
1,433
| – | – | 0.01% | 335 |
|
|
2019
Q3 | $27K | Hold |
1,433
| – | – | 0.01% | 334 |
|
|
2019
Q2 | $30K | Sell |
1,433
-92
| -6% | -$1.93K | 0.01% | 320 |
|
|
2019
Q1 | $30K | Hold |
1,525
| – | – | 0.01% | 320 |
|
|
2018
Q4 | $31K | Sell |
1,525
-25
| -2% | -$508 | 0.02% | 308 |
|
|
2018
Q3 | $40K | Hold |
1,550
| – | – | 0.02% | 298 |
|
|
2018
Q2 | $35K | Hold |
1,550
| – | – | 0.02% | 307 |
|
|
2018
Q1 | $34K | Buy |
1,550
+48
| +3% | +$1.05K | 0.02% | 298 |
|
|
2017
Q4 | $32K | Buy |
+1,502
| New | +$32K | 0.02% | 345 |
|