Wade Financial Advisory’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,013
| Closed | -$252K | – | 81 |
|
|
2024
Q3 | $252K | Hold |
7,013
| – | – | 0.08% | 71 |
|
|
2024
Q2 | $246K | Buy |
+7,013
| New | +$246K | 0.09% | 71 |
|
|
2024
Q1 | – | Sell |
-8,013
| Closed | -$241K | – | 78 |
|
|
2023
Q4 | $241K | Buy |
+8,013
| New | +$241K | 0.09% | 71 |
|
|
2023
Q3 | – | Sell |
-8,013
| Closed | -$246K | – | 71 |
|
|
2023
Q2 | $246K | Hold |
8,013
| – | – | 0.1% | 68 |
|
|
2023
Q1 | $235K | Buy |
+8,013
| New | +$235K | 0.1% | 72 |
|
|
2022
Q3 | – | Sell |
-8,013
| Closed | -$263K | – | 75 |
|
|
2022
Q2 | $263K | Sell |
8,013
-400
| -5% | -$13.1K | 0.12% | 70 |
|
|
2022
Q1 | $305K | Buy |
+8,413
| New | +$305K | 0.13% | 65 |
|