Walter & Keenan Wealth Management’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-57,000
| Closed | -$675K | – | 142 |
|
|
2015
Q4 | $675K | Sell |
57,000
-46,494
| -45% | -$551K | 0.39% | 64 |
|
|
2015
Q3 | $1.2M | Hold |
103,494
| – | – | 0.74% | 44 |
|
|
2015
Q2 | $1.41M | Buy |
103,494
+14,240
| +16% | +$194K | 0.82% | 46 |
|
|
2015
Q1 | $1.26M | Hold |
89,254
| – | – | 0.72% | 50 |
|
|
2014
Q4 | $1.63M | Hold |
89,254
| – | – | 0.93% | 41 |
|
|
2014
Q3 | $1.44M | Hold |
89,254
| – | – | 0.84% | 41 |
|
|
2014
Q2 | $1.37M | Buy |
89,254
+1,174
| +1% | +$18K | 0.71% | 48 |
|
|
2014
Q1 | $1.29M | Buy |
+88,080
| New | +$1.29M | 0.71% | 48 |
|