WFG Advisors’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $100K | Sell |
7,789
-1,230
| -14% | -$15.8K | 0.02% | 528 |
|
|
2017
Q1 | $124K | Sell |
9,019
-2,225
| -20% | -$30.6K | 0.03% | 436 |
|
|
2016
Q4 | $151K | Sell |
11,244
-1,617
| -13% | -$21.7K | 0.04% | 438 |
|
|
2016
Q3 | $170K | Sell |
12,861
-26
| -0.2% | -$344 | 0.04% | 404 |
|
|
2016
Q2 | $137K | Hold |
12,887
| – | – | 0.04% | 424 |
|
|
2016
Q1 | $133K | Buy |
12,887
+1,265
| +11% | +$13.1K | 0.04% | 417 |
|
|
2015
Q4 | $103K | Buy |
+11,622
| New | +$103K | 0.03% | 461 |
|