Wellesley Investment Partners’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,202
| Closed | -$500K | – | 122 |
|
|
2017
Q2 | $500K | Buy |
9,202
+2,486
| +37% | +$135K | 0.21% | 76 |
|
|
2017
Q1 | $447K | Buy |
6,716
+845
| +14% | +$56.2K | 0.2% | 77 |
|
|
2016
Q4 | $454K | Buy |
5,871
+235
| +4% | +$18.2K | 0.22% | 72 |
|
|
2016
Q3 | $379K | Buy |
5,636
+64
| +1% | +$4.3K | 0.2% | 73 |
|
|
2016
Q2 | $374K | Buy |
5,572
+362
| +7% | +$24.3K | 0.2% | 70 |
|
|
2016
Q1 | $306K | Buy |
5,210
+147
| +3% | +$8.63K | 0.18% | 75 |
|
|
2015
Q4 | $271K | Buy |
+5,063
| New | +$271K | 0.19% | 76 |
|