WealthPlan Investment Management’s HP HPQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,690
Closed -$203K 487
2022
Q4
$203K Sell
6,690
-42,370
-86% -$1.29M 0.01% 373
2022
Q3
$1.37M Buy
+49,060
New +$1.37M 0.1% 140
2022
Q1
$1.5M Buy
+41,030
New +$1.5M 0.1% 135