WFG Advisors’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $59K | Buy |
3,376
+809
| +32% | +$14.1K | 0.01% | 660 |
|
|
2017
Q1 | $46K | Sell |
2,567
-699
| -21% | -$12.5K | 0.01% | 676 |
|
|
2016
Q4 | $48K | Sell |
3,266
-2,441
| -43% | -$35.9K | 0.01% | 728 |
|
|
2016
Q3 | $89K | Sell |
5,707
-914
| -14% | -$14.3K | 0.02% | 553 |
|
|
2016
Q2 | $83K | Buy |
6,621
+2
| +0% | +$25 | 0.02% | 548 |
|
|
2016
Q1 | $82K | Sell |
6,619
-163
| -2% | -$2.02K | 0.02% | 529 |
|
|
2015
Q4 | $80K | Buy |
+6,782
| New | +$80K | 0.02% | 524 |
|
|
2015
Q3 | – | Sell |
-14,496
| Closed | -$198K | – | 1647 |
|
|
2015
Q2 | $198K | Buy |
14,496
+2
| +0% | +$27 | 0.05% | 349 |
|
|
2015
Q1 | $205K | Sell |
14,494
-11,738
| -45% | -$166K | 0.06% | 346 |
|
|
2014
Q4 | $478K | Sell |
26,232
-71
| -0.3% | -$1.29K | 0.1% | 229 |
|
|
2014
Q3 | $424K | Buy |
26,303
+2,889
| +12% | +$46.6K | 0.08% | 289 |
|
|
2014
Q2 | $358K | Buy |
23,414
+24
| +0.1% | +$367 | 0.07% | 326 |
|
|
2014
Q1 | $344K | Sell |
23,390
-1,314
| -5% | -$19.3K | 0.07% | 320 |
|
|
2013
Q4 | $314K | Sell |
24,704
-698
| -3% | -$8.87K | 0.04% | 416 |
|
|
2013
Q3 | $242K | Sell |
25,402
-5,010
| -16% | -$47.7K | 0.04% | 436 |
|
|
2013
Q2 | $343K | Buy |
+30,412
| New | +$343K | 0.06% | 337 |
|