Kovack Advisors’s Hess Midstream HESM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,000
| Closed | -$221K | – | 533 |
|
|
2023
Q4 | $221K | Hold |
7,000
| – | – | 0.03% | 495 |
|
|
2023
Q3 | $204K | Hold |
7,000
| – | – | 0.03% | 483 |
|
|
2023
Q2 | $215K | Hold |
7,000
| – | – | 0.03% | 496 |
|
|
2023
Q1 | $203K | Sell |
7,000
-1,000
| -13% | -$28.9K | 0.03% | 516 |
|
|
2022
Q4 | $239K | Hold |
8,000
| – | – | 0.04% | 469 |
|
|
2022
Q3 | $204K | Hold |
8,000
| – | – | 0.03% | 518 |
|
|
2022
Q2 | $224K | Buy |
8,000
+1,000
| +14% | +$28K | 0.03% | 536 |
|
|
2022
Q1 | $210K | Buy |
+7,000
| New | +$210K | 0.02% | 638 |
|