Clearstead Advisors’s Hess Midstream HESM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-263
| Closed | -$8.32K | – | 1576 |
|
|
2023
Q4 | $8.32K | Sell |
263
-263
| -50% | -$8.32K | ﹤0.01% | 1089 |
|
|
2023
Q3 | $15.3K | Buy |
526
+263
| +100% | +$7.66K | ﹤0.01% | 1061 |
|
|
2023
Q2 | $8.07K | Hold |
263
| – | – | ﹤0.01% | 1006 |
|
|
2023
Q1 | $7.61K | Hold |
263
| – | – | ﹤0.01% | 984 |
|
|
2022
Q4 | $7.87K | Buy |
+263
| New | +$7.87K | ﹤0.01% | 934 |
|