YorkBridge Wealth Partners’s HP HPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,875
| Closed | -$225K | – | 285 |
|
|
2022
Q2 | $225K | Hold |
6,875
| – | – | 0.06% | 251 |
|
|
2022
Q1 | $250K | Hold |
6,875
| – | – | 0.05% | 265 |
|
|
2021
Q4 | $259K | Buy |
+6,875
| New | +$259K | 0.06% | 248 |
|
|
2021
Q3 | – | Sell |
-6,875
| Closed | -$208K | – | 262 |
|
|
2021
Q2 | $208K | Hold |
6,875
| – | – | 0.05% | 239 |
|
|
2021
Q1 | $218K | Buy |
+6,875
| New | +$218K | 0.06% | 233 |
|
|
2019
Q3 | – | Sell |
-7,431
| Closed | -$154K | – | 383 |
|
|
2019
Q2 | $154K | Hold |
7,431
| – | – | 0.07% | 222 |
|
|
2019
Q1 | $144K | Hold |
7,431
| – | – | 0.07% | 216 |
|
|
2018
Q4 | $152K | Hold |
7,431
| – | – | 0.08% | 180 |
|
|
2018
Q3 | $190K | Sell |
7,431
-152
| -2% | -$3.89K | 0.09% | 174 |
|
|
2018
Q2 | $172K | Hold |
7,583
| – | – | 0.08% | 195 |
|
|
2018
Q1 | $166K | Buy |
7,583
+562
| +8% | +$12.3K | 0.08% | 203 |
|
|
2017
Q4 | $149K | Buy |
7,021
+90
| +1% | +$1.91K | 0.07% | 217 |
|
|
2017
Q3 | $138K | Buy |
6,931
+474
| +7% | +$9.44K | 0.07% | 218 |
|
|
2017
Q2 | $113K | Buy |
6,457
+200
| +3% | +$3.5K | 0.06% | 248 |
|
|
2017
Q1 | $118K | Buy |
6,257
+675
| +12% | +$12.7K | 0.06% | 230 |
|
|
2016
Q4 | $85K | Buy |
+5,582
| New | +$85K | 0.05% | 263 |
|