CFA
HES
Camarda Financial Advisors’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-117
| Closed | -$7K | – | 527 |
|
|
2019
Q1 | $7K | Buy |
+117
| New | +$7K | 0.01% | 208 |
|
|
2017
Q2 | – | Sell |
-50
| Closed | -$2K | – | 244 |
|
|
2017
Q1 | $2K | Sell |
50
-250
| -83% | -$10K | ﹤0.01% | 164 |
|
|
2016
Q4 | $19K | Buy |
300
+50
| +20% | +$3.17K | 0.01% | 168 |
|
|
2016
Q3 | $13K | Hold |
250
| – | – | 0.01% | 160 |
|
|
2016
Q2 | $15K | Hold |
250
| – | – | 0.01% | 192 |
|
|
2016
Q1 | $13K | Hold |
250
| – | – | 0.01% | 190 |
|
|
2015
Q4 | $12K | Hold |
250
| – | – | 0.01% | 197 |
|
|
2015
Q3 | $13K | Buy |
+250
| New | +$13K | 0.01% | 135 |
|
|
2015
Q1 | – | Sell |
-21,156
| Closed | -$1.56M | – | 262 |
|
|
2014
Q4 | $1.56M | Sell |
21,156
-1,913
| -8% | -$141K | 0.99% | 37 |
|
|
2014
Q3 | $2.18M | Buy |
23,069
+485
| +2% | +$45.7K | 1.51% | 25 |
|
|
2014
Q2 | $2.23M | Sell |
22,584
-758
| -3% | -$74.9K | 1.53% | 22 |
|
|
2014
Q1 | $1.94M | Sell |
23,342
-3,011
| -11% | -$250K | 1.48% | 27 |
|
|
2013
Q4 | $2.19M | Buy |
26,353
+634
| +2% | +$52.6K | 1.78% | 20 |
|
|
2013
Q3 | $1.99M | Buy |
+25,719
| New | +$1.99M | 2.6% | 14 |
|