Wealthspire Advisors (Maryland)’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-9,269
| Closed | -$180K | – | 1154 |
|
|
2019
Q1 | $180K | Sell |
9,269
-2,878
| -24% | -$55.9K | 0.01% | 463 |
|
|
2018
Q4 | $249K | Buy |
12,147
+795
| +7% | +$16.3K | 0.02% | 363 |
|
|
2018
Q3 | $293K | Buy |
11,352
+2,278
| +25% | +$58.8K | 0.02% | 364 |
|
|
2018
Q2 | $206K | Buy |
9,074
+51
| +0.6% | +$1.16K | 0.02% | 453 |
|
|
2018
Q1 | $198K | Sell |
9,023
-411
| -4% | -$9.02K | 0.02% | 473 |
|
|
2017
Q4 | $198K | Buy |
9,434
+2,624
| +39% | +$55.1K | 0.02% | 494 |
|
|
2017
Q3 | $136K | Buy |
6,810
+643
| +10% | +$12.8K | 0.01% | 601 |
|
|
2017
Q2 | $108K | Buy |
6,167
+1,013
| +20% | +$17.7K | 0.01% | 669 |
|
|
2017
Q1 | $92K | Buy |
5,154
+336
| +7% | +$6K | 0.01% | 630 |
|
|
2016
Q4 | $71K | Buy |
4,818
+907
| +23% | +$13.4K | 0.01% | 677 |
|
|
2016
Q3 | $61K | Buy |
3,911
+411
| +12% | +$6.41K | 0.01% | 723 |
|
|
2016
Q2 | $44K | Buy |
3,500
+339
| +11% | +$4.26K | 0.01% | 769 |
|
|
2016
Q1 | $39K | Sell |
3,161
-10,849
| -77% | -$134K | 0.01% | 766 |
|
|
2015
Q4 | $166K | Buy |
+14,010
| New | +$166K | 0.03% | 404 |
|