WR Wealth Planners’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.27K | Buy |
434
+116
| +36% | +$2.48K | ﹤0.01% | 608 |
|
|
2024
Q3 | $6.51K | Buy |
318
+40
| +14% | +$818 | ﹤0.01% | 697 |
|
|
2024
Q2 | $5.89K | Sell |
278
-174
| -38% | -$3.68K | ﹤0.01% | 693 |
|
|
2024
Q1 | $8.01K | Buy |
+452
| New | +$8.01K | ﹤0.01% | 638 |
|
|
2023
Q4 | – | Sell |
-331
| Closed | -$5.75K | – | 482 |
|
|
2023
Q3 | $5.75K | Hold |
331
| – | – | ﹤0.01% | 661 |
|
|
2023
Q2 | $5.56K | Buy |
331
+236
| +248% | +$3.97K | ﹤0.01% | 663 |
|
|
2023
Q1 | $1.51K | Hold |
95
| – | – | ﹤0.01% | 807 |
|
|
2022
Q4 | $1.52K | Hold |
95
| – | – | ﹤0.01% | 407 |
|
|
2022
Q3 | $1.14K | Hold |
95
| – | – | ﹤0.01% | 417 |
|
|
2022
Q2 | $1.26K | Hold |
95
| – | – | ﹤0.01% | 444 |
|
|
2022
Q1 | $1.59K | Buy |
+95
| New | +$1.59K | ﹤0.01% | 441 |
|