Wealthspire Advisors (Maryland)’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,176
| Closed | -$65K | – | 1151 |
|
2019
Q1 | $65K | Sell |
1,176
-78
| -6% | -$4.31K | ﹤0.01% | 793 |
|
2018
Q4 | $60K | Buy |
1,254
+103
| +9% | +$4.93K | 0.01% | 779 |
|
2018
Q3 | $79K | Buy |
1,151
+13
| +1% | +$892 | 0.01% | 785 |
|
2018
Q2 | $73K | Buy |
1,138
+36
| +3% | +$2.31K | 0.01% | 826 |
|
2018
Q1 | $73K | Sell |
1,102
-31
| -3% | -$2.05K | 0.01% | 832 |
|
2017
Q4 | $73K | Buy |
1,133
+384
| +51% | +$24.7K | 0.01% | 843 |
|
2017
Q3 | $39K | Sell |
749
-973
| -57% | -$50.7K | ﹤0.01% | 1060 |
|
2017
Q2 | $94K | Buy |
1,722
+121
| +8% | +$6.61K | 0.01% | 716 |
|
2017
Q1 | $107K | Sell |
1,601
-248
| -13% | -$16.6K | 0.02% | 577 |
|
2016
Q4 | $143K | Buy |
1,849
+234
| +14% | +$18.1K | 0.02% | 472 |
|
2016
Q3 | $109K | Sell |
1,615
-225
| -12% | -$15.2K | 0.02% | 544 |
|
2016
Q2 | $124K | Buy |
1,840
+30
| +2% | +$2.02K | 0.02% | 488 |
|
2016
Q1 | $106K | Buy |
1,810
+1,178
| +186% | +$69K | 0.02% | 510 |
|
2015
Q4 | $34K | Buy |
+632
| New | +$34K | 0.01% | 813 |
|