WESPAC Advisors’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-30,557
| Closed | -$652K | – | 170 |
|
2024
Q4 | $652K | Sell |
30,557
-458
| -1% | -$9.78K | 0.48% | 85 |
|
2024
Q3 | $635K | Buy |
+31,015
| New | +$635K | 0.47% | 77 |
|
2022
Q2 | – | Sell |
-60,574
| Closed | -$1.01M | – | 103 |
|
2022
Q1 | $1.01M | Sell |
60,574
-28,915
| -32% | -$483K | 1.1% | 35 |
|
2021
Q4 | $1.41M | Buy |
89,489
+5,257
| +6% | +$82.9K | 0.94% | 42 |
|
2021
Q3 | $1.2M | Buy |
84,232
+45,414
| +117% | +$647K | 0.74% | 53 |
|
2021
Q2 | $566K | Buy |
+38,818
| New | +$566K | 1.08% | 43 |
|