YorkBridge Wealth Partners’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,957
| Closed | -$104K | – | 382 |
|
|
2019
Q2 | $104K | Hold |
6,957
| – | – | 0.05% | 277 |
|
|
2019
Q1 | $107K | Hold |
6,957
| – | – | 0.05% | 263 |
|
|
2018
Q4 | $92K | Hold |
6,957
| – | – | 0.05% | 260 |
|
|
2018
Q3 | $113K | Hold |
6,957
| – | – | 0.05% | 264 |
|
|
2018
Q2 | $102K | Hold |
6,957
| – | – | 0.04% | 287 |
|
|
2018
Q1 | $121K | Buy |
6,957
+500
| +8% | +$8.7K | 0.06% | 265 |
|
|
2017
Q4 | $101K | Hold |
6,457
| – | – | 0.05% | 288 |
|
|
2017
Q3 | $95K | Sell |
6,457
-1,866
| -22% | -$27.5K | 0.05% | 291 |
|
|
2017
Q2 | $108K | Sell |
8,323
-2,443
| -23% | -$31.7K | 0.06% | 257 |
|
|
2017
Q1 | $117K | Buy |
10,766
+1,162
| +12% | +$12.6K | 0.06% | 232 |
|
|
2016
Q4 | $130K | Buy |
+9,604
| New | +$130K | 0.08% | 201 |
|