Wealthspire Advisors (New York)’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-12,753
| Closed | -$201K | – | 502 |
|
|
2021
Q1 | $201K | Buy |
12,753
+2,430
| +24% | +$38.3K | ﹤0.01% | 678 |
|
|
2020
Q4 | $122K | Buy |
+10,323
| New | +$122K | ﹤0.01% | 565 |
|
|
2020
Q2 | – | Sell |
-17,203
| Closed | -$167K | – | 381 |
|
|
2020
Q1 | $167K | Buy |
+17,203
| New | +$167K | 0.01% | 507 |
|
|
2019
Q1 | – | Sell |
-1,018
| Closed | -$13K | – | 375 |
|
|
2018
Q4 | $13K | Buy |
+1,018
| New | +$13K | ﹤0.01% | 438 |
|