Valmark Advisers’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,802
| Closed | -$208K | – | 585 |
|
|
2024
Q2 | $208K | Sell |
9,802
-614
| -6% | -$13K | ﹤0.01% | 542 |
|
|
2024
Q1 | $185K | Buy |
+10,416
| New | +$185K | ﹤0.01% | 533 |
|
|
2023
Q2 | – | Sell |
-10,711
| Closed | -$171K | – | 482 |
|
|
2023
Q1 | $171K | Buy |
+10,711
| New | +$171K | ﹤0.01% | 468 |
|