GWMIA
HES
Global Wealth Management Investment Advisory’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100
| Closed | -$14.4K | – | 271 |
|
|
2023
Q4 | $14.4K | Hold |
100
| – | – | ﹤0.01% | 271 |
|
|
2023
Q3 | $15.3K | Hold |
100
| – | – | ﹤0.01% | 269 |
|
|
2023
Q2 | $13.6K | Buy |
+100
| New | +$13.6K | ﹤0.01% | 277 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$11K | – | 280 |
|
|
2022
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 278 |
|
|
2022
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 310 |
|
|
2021
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 338 |
|
|
2021
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 331 |
|
|
2021
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 302 |
|
|
2021
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 335 |
|
|
2020
Q4 | $5K | Sell |
100
-73
| -42% | -$3.65K | ﹤0.01% | 330 |
|
|
2020
Q3 | $7K | Hold |
173
| – | – | ﹤0.01% | 303 |
|
|
2020
Q2 | $9K | Sell |
173
-5
| -3% | -$260 | ﹤0.01% | 361 |
|
|
2020
Q1 | $6K | Buy |
178
+78
| +78% | +$2.63K | ﹤0.01% | 395 |
|
|
2019
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 397 |
|
|
2019
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 383 |
|
|
2019
Q2 | $6K | Sell |
100
-301
| -75% | -$18.1K | ﹤0.01% | 421 |
|
|
2019
Q1 | $24K | Buy |
401
+121
| +43% | +$7.24K | 0.01% | 285 |
|
|
2018
Q4 | $11K | Buy |
+280
| New | +$11K | 0.01% | 367 |
|