Harvest Group Wealth Management’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,107
| Closed | -$58K | – | 311 |
|
|
2020
Q4 | $58K | Buy |
1,107
+1
| +0.1% | +$52 | 0.03% | 98 |
|
|
2020
Q3 | $45K | Hold |
1,106
| – | – | 0.03% | 98 |
|
|
2020
Q2 | $57K | Hold |
1,106
| – | – | 0.05% | 71 |
|
|
2020
Q1 | $36K | Hold |
1,106
| – | – | 0.04% | 91 |
|
|
2019
Q4 | $73K | Buy |
1,106
+4
| +0.4% | +$264 | 0.06% | 68 |
|
|
2019
Q3 | $67K | Buy |
1,102
+5
| +0.5% | +$304 | 0.08% | 63 |
|
|
2019
Q2 | $69K | Buy |
1,097
+4
| +0.4% | +$252 | 0.09% | 58 |
|
|
2019
Q1 | $66K | Buy |
+1,093
| New | +$66K | 0.06% | 74 |
|