Berman Capital Advisors’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $108K | Buy |
1,399
+173
| +14% | +$13.4K | 0.02% | 415 |
|
|
2021
Q2 | $107K | Buy |
1,226
+188
| +18% | +$16.4K | 0.02% | 364 |
|
|
2021
Q1 | $73K | Buy |
1,038
+286
| +38% | +$20.1K | 0.02% | 367 |
|
|
2020
Q4 | $39K | Buy |
752
+289
| +62% | +$15K | 0.01% | 473 |
|
|
2020
Q3 | $18K | Hold |
463
| – | – | 0.01% | 621 |
|
|
2020
Q2 | $23K | Sell |
463
-138
| -23% | -$6.86K | 0.01% | 506 |
|
|
2020
Q1 | $19K | Buy |
601
+205
| +52% | +$6.48K | 0.01% | 504 |
|
|
2019
Q4 | $26K | Buy |
396
+1
| +0.3% | +$66 | 0.01% | 461 |
|
|
2019
Q3 | $23K | Buy |
395
+71
| +22% | +$4.13K | 0.01% | 473 |
|
|
2019
Q2 | $20K | Buy |
324
+118
| +57% | +$7.28K | 0.01% | 515 |
|
|
2019
Q1 | $12K | Buy |
206
+86
| +72% | +$5.01K | ﹤0.01% | 593 |
|
|
2018
Q4 | $4K | Buy |
+120
| New | +$4K | ﹤0.01% | 739 |
|