Dynamic Advisor Solutions’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,867
| Closed | -$254K | – | 718 |
|
|
2024
Q3 | $254K | Sell |
1,867
-113
| -6% | -$15.3K | 0.01% | 815 |
|
|
2024
Q2 | $292K | Sell |
1,980
-319
| -14% | -$47.1K | 0.01% | 770 |
|
|
2024
Q1 | $351K | Buy |
2,299
+333
| +17% | +$50.8K | 0.01% | 704 |
|
|
2023
Q4 | $285K | Buy |
1,966
+171
| +10% | +$24.8K | 0.01% | 734 |
|
|
2023
Q3 | $275K | Buy |
+1,795
| New | +$275K | 0.01% | 680 |
|