AE Wealth Management’s Hess Midstream HESM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,216
| Closed | -$516K | – | 1507 |
|
|
2023
Q4 | $516K | Sell |
15,216
-6,736
| -31% | -$228K | ﹤0.01% | 1418 |
|
|
2023
Q3 | $639K | Sell |
21,952
-16,185
| -42% | -$471K | ﹤0.01% | 1264 |
|
|
2023
Q2 | $1.17M | Sell |
38,137
-11,635
| -23% | -$357K | 0.01% | 1031 |
|
|
2023
Q1 | $1.44M | Buy |
49,772
+7,881
| +19% | +$228K | 0.01% | 909 |
|
|
2022
Q4 | $1.25M | Buy |
41,891
+10,734
| +34% | +$321K | 0.01% | 902 |
|
|
2022
Q3 | $795K | Buy |
31,157
+53
| +0.2% | +$1.35K | 0.01% | 1037 |
|
|
2022
Q2 | $871K | Buy |
31,104
+10,401
| +50% | +$291K | 0.01% | 933 |
|
|
2022
Q1 | $621K | Buy |
+20,703
| New | +$621K | ﹤0.01% | 1118 |
|