Avion Wealth’s Hess Midstream HESM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-100
| Closed | -$3K | – | 1349 |
|
|
2025
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 637 |
|
|
2024
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 635 |
|
|
2024
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 609 |
|
|
2024
Q2 | $3K | Sell |
100
-2,900
| -97% | -$87K | ﹤0.01% | 559 |
|
|
2024
Q1 | $109K | Buy |
+3,000
| New | +$109K | 0.03% | 111 |
|
|
2023
Q4 | – | Sell |
-2,500
| Closed | -$72K | – | 1188 |
|
|
2023
Q3 | $72K | Buy |
2,500
+1,000
| +67% | +$28.8K | 0.02% | 125 |
|
|
2023
Q2 | $46K | Buy |
+1,500
| New | +$46K | 0.01% | 166 |
|