Wolf Group Capital 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
Q3 | – | Sell |
-4,045
| Closed | -$285K | – | 98 |
|
|
2015
Q2 | $285K | Sell |
4,045
-140
| -3% | -$9.86K | 0.19% | 95 |
|
|
2015
Q1 | $285K | Hold |
4,185
| – | – | 0.2% | 88 |
|
|
2014
Q4 | $282K | Hold |
4,185
| – | – | 0.2% | 90 |
|
|
2014
Q3 | $410K | Sell |
4,185
-1,210
| -22% | -$119K | 0.31% | 82 |
|
|
2014
Q2 | $626K | Sell |
5,395
-1,615
| -23% | -$187K | 0.46% | 73 |
|
|
2014
Q1 | $754K | Sell |
7,010
-565
| -7% | -$60.8K | 0.58% | 67 |
|
|
2013
Q4 | $637K | Buy |
+7,575
| New | +$637K | 0.51% | 69 |
|