DWM
HES
Doyle Wealth Management’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$200K | – | 201 |
|
|
2019
Q4 | $200K | Buy |
+3,000
| New | +$200K | 0.03% | 207 |
|
|
2019
Q3 | – | Sell |
-3,000
| Closed | -$191K | – | 416 |
|
|
2019
Q2 | $191K | Buy |
+3,000
| New | +$191K | 0.03% | 193 |
|
|
2019
Q1 | – | Sell |
-3,000
| Closed | -$122K | – | 401 |
|
|
2018
Q4 | $122K | Hold |
3,000
| – | – | 0.02% | 223 |
|
|
2018
Q3 | $215K | Buy |
+3,000
| New | +$215K | 0.03% | 183 |
|