WFG Advisors’s Helmerich & Payne HP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-2,082
| Closed | -$140K | – | 1884 |
|
2014
Q4 | $140K | Buy |
2,082
+40
| +2% | +$2.69K | 0.03% | 543 |
|
2014
Q3 | $200K | Buy |
2,042
+2
| +0.1% | +$196 | 0.04% | 448 |
|
2014
Q2 | $237K | Buy |
2,040
+1
| +0% | +$116 | 0.04% | 415 |
|
2014
Q1 | $219K | Buy |
2,039
+255
| +14% | +$27.4K | 0.04% | 411 |
|
2013
Q4 | $150K | Buy |
1,784
+1,044
| +141% | +$87.8K | 0.02% | 602 |
|
2013
Q3 | $51K | Buy |
+740
| New | +$51K | 0.01% | 922 |
|