Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-212
Closed -$31.3K 653
2024
Q2
$31.3K Sell
212
-2
-0.9% -$307 0.01% 328
2024
Q1
$32.7K Buy
+214
New +$31.1K 0.01% 312
2023
Q4
Sell
-219
Closed -$33.5K 617
2023
Q3
$33.5K Buy
219
+2
+0.9% +$301 0.02% 284
2023
Q2
$30K Sell
217
-7
-3% -$958 0.01% 308
2023
Q1
$30K Sell
224
-4
-2% -$557 0.01% 306
2022
Q4
$32K Hold
228
0.02% 284
2022
Q3
$25K Buy
228
+2
+0.9% +$222 0.01% 334
2022
Q2
$24K Hold
226
0.01% 349
2022
Q1
$24K Sell
226
-5
-2% -$474 0.01% 374
2021
Q4
$17K Sell
231
-13
-5% -$1.05K 0.01% 464
2021
Q3
$19K Hold
244
0.01% 433
2021
Q2
$16K Buy
244
+8
+3% +$646 0.01% 464
2021
Q1
$17K Buy
236
+52
+28% +$3.33K 0.01% 442
2020
Q4
$10K Sell
184
-68
-27% -$3.09K 0.01% 519
2020
Q3
$13K Buy
252
+6
+2% +$285 0.01% 454
2020
Q2
$13K Sell
246
-6
-2% -$275 0.01% 417
2020
Q1
$12K Hold
252
0.01% 427
2019
Q4
$17K Hold
252
0.01% 353
2019
Q3
$15K Hold
252
0.01% 364
2019
Q2
$16K Hold
252
0.01% 348
2019
Q1
$15K Sell
252
-6
-2% -$330 0.01% 376
2018
Q4
$10K Hold
258
0.01% 396
2018
Q3
$15 Hold
258
0.01% 352
2018
Q2
$17 Sell
258
-8
-3% -$478 0.01% 352
2018
Q1
$13K Sell
266
-16
-6% -$784 0.01% 403
2017
Q4
$13K Buy
+282
New +$12.7K 0.01% 403

Other funds holding HES