Kelleher Financial Advisors’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,345
| Closed | -$209K | – | 86 |
|
|
2017
Q1 | $209K | Buy |
4,345
+453
| +12% | +$21.8K | 0.45% | 78 |
|
|
2016
Q4 | $242K | Buy |
3,892
+107
| +3% | +$6.65K | 0.13% | 114 |
|
|
2016
Q3 | $203K | Hold |
3,785
| – | – | 0.11% | 122 |
|
|
2016
Q2 | $227K | Sell |
3,785
-6,050
| -62% | -$363K | 0.14% | 115 |
|
|
2016
Q1 | $517K | Buy |
+9,835
| New | +$517K | 0.29% | 81 |
|