Wealthstreet Investment Advisors’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,986
| Closed | -$206K | – | 321 |
|
|
2019
Q4 | $206K | Sell |
12,986
-600
| -4% | -$9.52K | 0.02% | 333 |
|
|
2019
Q3 | $224K | Sell |
13,586
-700
| -5% | -$11.5K | 0.03% | 313 |
|
|
2019
Q2 | $214K | Sell |
14,286
-326
| -2% | -$4.88K | 0.03% | 324 |
|
|
2019
Q1 | $225K | Hold |
14,612
| – | – | 0.03% | 312 |
|
|
2018
Q4 | $229K | Hold |
14,612
| – | – | 0.03% | 301 |
|
|
2018
Q3 | $238K | Sell |
14,612
-500
| -3% | -$8.14K | 0.03% | 318 |
|
|
2018
Q2 | $221K | Hold |
15,112
| – | – | 0.03% | 318 |
|
|
2018
Q1 | $265K | Sell |
15,112
-200
| -1% | -$3.51K | 0.03% | 300 |
|
|
2017
Q4 | $220K | Buy |
+15,312
| New | +$220K | 0.03% | 313 |
|