EWM
HES
Evercore Wealth Management’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-938
| Closed | -$45K | – | 532 |
|
|
2017
Q4 | $45K | Hold |
938
| – | – | ﹤0.01% | 598 |
|
|
2017
Q3 | $44K | Sell |
938
-125
| -12% | -$5.86K | ﹤0.01% | 589 |
|
|
2017
Q2 | $47K | Hold |
1,063
| – | – | ﹤0.01% | 583 |
|
|
2017
Q1 | $51K | Buy |
1,063
+711
| +202% | +$34.1K | ﹤0.01% | 594 |
|
|
2016
Q4 | $22K | Buy |
352
+27
| +8% | +$1.69K | ﹤0.01% | 739 |
|
|
2016
Q3 | $17K | Hold |
325
| – | – | ﹤0.01% | 796 |
|
|
2016
Q2 | $20K | Sell |
325
-239
| -42% | -$14.7K | ﹤0.01% | 755 |
|
|
2016
Q1 | $30K | Sell |
564
-905
| -62% | -$48.1K | ﹤0.01% | 657 |
|
|
2015
Q4 | $71K | Buy |
1,469
+1,269
| +635% | +$61.3K | ﹤0.01% | 533 |
|
|
2015
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 835 |
|
|
2015
Q2 | $14K | Sell |
200
-1,547
| -89% | -$108K | ﹤0.01% | 848 |
|
|
2015
Q1 | $119K | Buy |
1,747
+1,547
| +774% | +$105K | 0.01% | 505 |
|
|
2014
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 710 |
|
|
2014
Q3 | $18K | Sell |
200
-130
| -39% | -$11.7K | ﹤0.01% | 754 |
|
|
2014
Q2 | $32K | Buy |
330
+35
| +12% | +$3.39K | ﹤0.01% | 667 |
|
|
2014
Q1 | $24K | Buy |
295
+95
| +48% | +$7.73K | ﹤0.01% | 714 |
|
|
2013
Q4 | $16K | Sell |
200
-114
| -36% | -$9.12K | ﹤0.01% | 715 |
|
|
2013
Q3 | $25K | Buy |
314
+49
| +18% | +$3.9K | ﹤0.01% | 649 |
|
|
2013
Q2 | $18K | Buy |
+265
| New | +$18K | ﹤0.01% | 676 |
|