Capital Wealth Planning’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,225
| Closed | -$493K | – | 149 |
|
|
2023
Q3 | $493K | Buy |
+3,225
| New | +$493K | 0.01% | 107 |
|
|
2014
Q4 | – | Sell |
-3,103
| Closed | -$293K | – | 120 |
|
|
2014
Q3 | $293K | Hold |
3,103
| – | – | 0.12% | 94 |
|
|
2014
Q2 | $307K | Hold |
3,103
| – | – | 0.11% | 96 |
|
|
2014
Q1 | $257K | Buy |
+3,103
| New | +$257K | 0.11% | 102 |
|