WP
WealthSource Partners’s HP HPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,528
| Closed | -$346K | – | 551 |
|
|
2022
Q1 | $346K | Buy |
+9,528
| New | +$346K | 0.02% | 417 |
|
|
2018
Q4 | – | Sell |
-8,242
| Closed | -$212K | – | 320 |
|
|
2018
Q3 | $212K | Sell |
8,242
-977
| -11% | -$25.1K | 0.06% | 285 |
|
|
2018
Q2 | $209K | Buy |
+9,219
| New | +$209K | 0.06% | 276 |
|
|
2017
Q4 | – | Sell |
-11,860
| Closed | -$237K | – | 313 |
|
|
2017
Q3 | $237K | Sell |
11,860
-498
| -4% | -$9.95K | 0.08% | 240 |
|
|
2017
Q2 | $216K | Sell |
12,358
-2,771
| -18% | -$48.4K | 0.07% | 257 |
|
|
2017
Q1 | $271K | Buy |
15,129
+545
| +4% | +$9.76K | 0.1% | 214 |
|
|
2016
Q4 | $216K | Sell |
14,584
-7,392
| -34% | -$109K | 0.09% | 212 |
|
|
2016
Q3 | $341K | Buy |
21,976
+5,586
| +34% | +$86.7K | 0.12% | 167 |
|
|
2016
Q2 | $206K | Buy |
16,390
+2,196
| +15% | +$27.6K | 0.08% | 236 |
|
|
2016
Q1 | $175K | Buy |
+14,194
| New | +$175K | 0.07% | 220 |
|