Baystate Wealth Management’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $21.6K | Buy |
149
+16
| +12% | +$2.32K | ﹤0.01% | 545 |
|
|
2023
Q3 | $20.5K | Hold |
133
| – | – | ﹤0.01% | 471 |
|
|
2023
Q2 | $18.1K | Hold |
133
| – | – | ﹤0.01% | 473 |
|
|
2023
Q1 | $17.6K | Buy |
133
+1
| +0.8% | +$132 | ﹤0.01% | 474 |
|
|
2022
Q4 | $19K | Hold |
132
| – | – | ﹤0.01% | 471 |
|
|
2022
Q3 | $14K | Buy |
132
+1
| +0.8% | +$106 | ﹤0.01% | 489 |
|
|
2022
Q2 | $14K | Hold |
131
| – | – | ﹤0.01% | 507 |
|
|
2022
Q1 | $14K | Buy |
131
+1
| +0.8% | +$107 | ﹤0.01% | 513 |
|
|
2021
Q4 | $10K | Buy |
+130
| New | +$10K | ﹤0.01% | 574 |
|
|
2018
Q1 | – | Sell |
-143
| Closed | -$8K | – | 693 |
|
|
2017
Q4 | $8K | Buy |
+143
| New | +$8K | ﹤0.01% | 385 |
|