LWA
HES
Lenox Wealth Advisors’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 643 |
|
|
2018
Q3 | – | Sell |
-3,000
| Closed | -$201K | – | 457 |
|
|
2018
Q2 | $201K | Hold |
3,000
| – | – | 0.04% | 57 |
|
|
2018
Q1 | $152K | Hold |
3,000
| – | – | 0.04% | 76 |
|
|
2017
Q4 | $142K | Hold |
3,000
| – | – | 0.04% | 61 |
|
|
2017
Q3 | $141K | Hold |
3,000
| – | – | 0.04% | 34 |
|
|
2017
Q2 | $132K | Buy |
+3,000
| New | +$132K | 0.04% | 31 |
|
|
2016
Q3 | – | Sell |
-155
| Closed | -$9K | – | 209 |
|
|
2016
Q2 | $9K | Sell |
155
-155
| -50% | -$9K | ﹤0.01% | 169 |
|
|
2016
Q1 | $16K | Sell |
310
-148
| -32% | -$7.64K | ﹤0.01% | 148 |
|
|
2015
Q4 | $22K | Buy |
458
+63
| +16% | +$3.03K | 0.01% | 128 |
|
|
2015
Q3 | $20K | Buy |
395
+85
| +27% | +$4.3K | 0.01% | 132 |
|
|
2015
Q2 | $21K | Sell |
310
-85
| -22% | -$5.76K | 0.01% | 101 |
|
|
2015
Q1 | $27K | Hold |
395
| – | – | 0.01% | 107 |
|
|
2014
Q4 | $29K | Buy |
395
+85
| +27% | +$6.24K | 0.01% | 106 |
|
|
2014
Q3 | $29K | Hold |
310
| – | – | 0.01% | 111 |
|
|
2014
Q2 | $31K | Hold |
310
| – | – | 0.01% | 86 |
|
|
2014
Q1 | $26K | Buy |
310
+272
| +716% | +$22.8K | 0.02% | 87 |
|
|
2013
Q4 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 267 |
|