GIA
HES

Gladstone Institutional Advisory’s Hess HES Stock Holding History

Gladstone Institutional Advisory’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,558
Closed -$225K – 668
2023
Q4 		$225K Sell
1,558
-45
-3% -$6.49K 0.01% 601
2023
Q3 		$245K Sell
1,603
-1,065
-40% -$163K 0.02% 532
2023
Q2 		$363K Sell
2,668
-8,718
-77% -$1.19M 0.02% 464
2023
Q1 		$1.51M Buy
+11,386
New +$1.51M 0.1% 228