Willingdon Wealth Management’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $3K | Sell |
274
-44
| -14% | -$482 | ﹤0.01% | 242 |
|
|
2019
Q4 | $5K | Hold |
318
| – | – | ﹤0.01% | 274 |
|
|
2019
Q3 | $5K | Buy |
318
+44
| +16% | +$692 | ﹤0.01% | 273 |
|
|
2019
Q2 | $4K | Hold |
274
| – | – | ﹤0.01% | 264 |
|
|
2019
Q1 | $4K | Hold |
274
| – | – | ﹤0.01% | 282 |
|
|
2018
Q4 | $4K | Hold |
274
| – | – | ﹤0.01% | 296 |
|
|
2018
Q3 | $4K | Sell |
274
-63
| -19% | -$920 | ﹤0.01% | 338 |
|
|
2018
Q2 | $5K | Sell |
337
-169
| -33% | -$2.51K | ﹤0.01% | 292 |
|
|
2018
Q1 | $9K | Hold |
506
| – | – | ﹤0.01% | 266 |
|
|
2017
Q4 | $7K | Hold |
506
| – | – | ﹤0.01% | 266 |
|
|
2017
Q3 | $7K | Buy |
+506
| New | +$7K | ﹤0.01% | 240 |
|