WESPAC Advisors SoCal’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-530
| Closed | -$8K | – | 176 |
|
|
2019
Q1 | $8K | Sell |
530
-1,917
| -78% | -$28.9K | ﹤0.01% | 251 |
|
|
2018
Q4 | $32K | Buy |
2,447
+100
| +4% | +$1.31K | 0.02% | 143 |
|
|
2018
Q3 | $38K | Buy |
+2,347
| New | +$38K | 0.02% | 142 |
|
|
2018
Q2 | – | Sell |
-430
| Closed | -$7K | – | 155 |
|
|
2018
Q1 | $7K | Hold |
430
| – | – | ﹤0.01% | 206 |
|
|
2017
Q4 | $6K | Buy |
430
+30
| +8% | +$419 | ﹤0.01% | 207 |
|
|
2017
Q3 | $5K | Sell |
400
-116
| -22% | -$1.45K | ﹤0.01% | 224 |
|
|
2017
Q2 | $6K | Sell |
516
-172
| -25% | -$2K | ﹤0.01% | 204 |
|
|
2017
Q1 | $9.48K | Hold |
688
| – | – | 0.01% | 192 |
|
|
2016
Q4 | $9.26K | Hold |
688
| – | – | 0.01% | 193 |
|
|
2016
Q3 | $9.1K | Hold |
688
| – | – | 0.01% | 201 |
|
|
2016
Q2 | $7.31K | Hold |
688
| – | – | ﹤0.01% | 225 |
|
|
2016
Q1 | $7.09K | Hold |
688
| – | – | 0.01% | 225 |
|
|
2015
Q4 | $6K | Buy |
+688
| New | +$6K | ﹤0.01% | 209 |
|