Wealthspire Advisors (Maryland)’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-12,919
| Closed | -$125K | – | 457 |
|
|
2020
Q1 | $125K | Buy |
12,919
+1,312
| +11% | +$12.7K | 0.01% | 408 |
|
|
2019
Q4 | $184K | Buy |
11,607
+179
| +2% | +$2.84K | 0.01% | 477 |
|
|
2019
Q3 | $173K | Buy |
+11,428
| New | +$173K | 0.01% | 447 |
|
|
2019
Q2 | – | Sell |
-10,373
| Closed | -$160K | – | 1152 |
|
|
2019
Q1 | $160K | Buy |
10,373
+1,593
| +18% | +$24.6K | 0.01% | 490 |
|
|
2018
Q4 | $116K | Sell |
8,780
-111
| -1% | -$1.47K | 0.01% | 557 |
|
|
2018
Q3 | $145K | Buy |
8,891
+345
| +4% | +$5.63K | 0.01% | 548 |
|
|
2018
Q2 | $125K | Sell |
8,546
-463
| -5% | -$6.77K | 0.01% | 612 |
|
|
2018
Q1 | $158K | Sell |
9,009
-103
| -1% | -$1.81K | 0.01% | 547 |
|
|
2017
Q4 | $131K | Buy |
9,112
+2,659
| +41% | +$38.2K | 0.01% | 618 |
|
|
2017
Q3 | $95K | Sell |
6,453
-1,073
| -14% | -$15.8K | 0.01% | 733 |
|
|
2017
Q2 | $97K | Sell |
7,526
-850
| -10% | -$11K | 0.01% | 704 |
|
|
2017
Q1 | $115K | Sell |
8,376
-151
| -2% | -$2.07K | 0.02% | 554 |
|
|
2016
Q4 | $115K | Buy |
8,527
+373
| +5% | +$5.03K | 0.02% | 536 |
|
|
2016
Q3 | $108K | Buy |
8,154
+759
| +10% | +$10.1K | 0.02% | 548 |
|
|
2016
Q2 | $79K | Buy |
7,395
+1,165
| +19% | +$12.4K | 0.01% | 597 |
|
|
2016
Q1 | $64K | Sell |
6,230
-18,362
| -75% | -$189K | 0.01% | 637 |
|
|
2015
Q4 | $217K | Buy |
+24,592
| New | +$217K | 0.04% | 342 |
|