U.S. Global Investors (USGI)’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-9,000
| Closed | -$469K | – | 130 |
|
|
2017
Q3 | $469K | Buy |
+9,000
| New | +$469K | 0.14% | 94 |
|
|
2015
Q3 | – | Sell |
-14,500
| Closed | -$1.02M | – | 310 |
|
|
2015
Q2 | $1.02M | Buy |
+14,500
| New | +$1.02M | 0.39% | 59 |
|
|
2014
Q4 | – | Sell |
-44,000
| Closed | -$4.31M | – | 293 |
|
|
2014
Q3 | $4.31M | Buy |
+44,000
| New | +$4.31M | 1.22% | 24 |
|