Wealth Advisors of Tampa Bay’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,491
| Closed | -$263K | – | 79 |
|
|
2023
Q1 | $263K | Buy |
16,491
+500
| +3% | +$7.97K | 0.15% | 66 |
|
|
2022
Q4 | $255K | Sell |
15,991
-145
| -0.9% | -$2.31K | 0.16% | 65 |
|
|
2022
Q3 | $193K | Sell |
16,136
-16,136
| -50% | -$193K | 0.13% | 73 |
|
|
2022
Q2 | $428K | Buy |
32,272
+2,000
| +7% | +$26.5K | 0.13% | 74 |
|
|
2022
Q1 | $506K | Hold |
30,272
| – | – | 0.14% | 73 |
|
|
2021
Q4 | $477K | Buy |
+30,272
| New | +$477K | 0.12% | 80 |
|