D.A. Davidson & Co’s Hess Midstream HESM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,000
| Closed | -$291K | – | 1379 |
|
|
2023
Q3 | $291K | Sell |
10,000
-2,000
| -17% | -$58.3K | ﹤0.01% | 1098 |
|
|
2023
Q2 | $368K | Hold |
12,000
| – | – | ﹤0.01% | 1018 |
|
|
2023
Q1 | $347K | Buy |
12,000
+1,000
| +9% | +$28.9K | ﹤0.01% | 1024 |
|
|
2022
Q4 | $329K | Buy |
11,000
+3,000
| +38% | +$89.8K | ﹤0.01% | 1011 |
|
|
2022
Q3 | $204K | Buy |
+8,000
| New | +$204K | ﹤0.01% | 1157 |
|