Fiduciary Alliance’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,011
| Closed | -$2.32M | – | 219 |
|
|
2024
Q1 | $2.32M | Sell |
15,011
-5,978
| -28% | -$925K | 0.41% | 62 |
|
|
2023
Q4 | $3.03M | Sell |
20,989
-173
| -0.8% | -$24.9K | 0.6% | 47 |
|
|
2023
Q3 | $3.24M | Buy |
21,162
+11,977
| +130% | +$1.83M | 0.75% | 40 |
|
|
2023
Q2 | $1.25M | Buy |
+9,185
| New | +$1.25M | 0.27% | 66 |
|