Evergreen Capital Management’s Hess Midstream HESM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.59M | Buy |
119,310
+102,550
| +612% | +$3.95M | 0.14% | 168 |
|
|
2025
Q1 | $709K | Hold |
16,760
| – | – | 0.02% | 397 |
|
|
2024
Q4 | $621K | Buy |
+16,760
| New | +$621K | 0.02% | 442 |
|
|
2019
Q4 | – | Sell |
-75,000
| Closed | -$1.45M | – | 475 |
|
|
2019
Q3 | $1.45M | Buy |
75,000
+3,200
| +4% | +$61.7K | 0.13% | 132 |
|
|
2019
Q2 | $1.4M | Buy |
71,800
+975
| +1% | +$19K | 0.13% | 131 |
|
|
2019
Q1 | $1.5M | Sell |
70,825
-29,075
| -29% | -$616K | 0.15% | 128 |
|
|
2018
Q4 | $1.7M | Buy |
99,900
+51,800
| +108% | +$879K | 0.18% | 119 |
|
|
2018
Q3 | $1.1M | Buy |
48,100
+20,150
| +72% | +$460K | 0.1% | 148 |
|
|
2018
Q2 | $551K | Buy |
+27,950
| New | +$551K | 0.05% | 209 |
|