IWA

Icon Wealth Advisors’s Hess Midstream HESM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,288	Closed	-$116K	–	514
2024 Q3	$116K	Buy	3,288 +329	+11%	+$11.6K	0.01%	448
2024 Q2	$111K	Buy	+2,959	New	+$111K	0.01%	419