Lenox Wealth Management’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1K | Sell |
36
-3
| -8% | -$83 | ﹤0.01% | 696 |
|
|
2020
Q1 | $1K | Sell |
39
-140
| -78% | -$3.59K | ﹤0.01% | 661 |
|
|
2019
Q4 | $12K | Buy |
179
+19
| +12% | +$1.27K | ﹤0.01% | 418 |
|
|
2019
Q3 | $9K | Buy |
160
+130
| +433% | +$7.31K | ﹤0.01% | 462 |
|
|
2019
Q2 | $1K | Buy |
30
+9
| +43% | +$300 | ﹤0.01% | 644 |
|
|
2019
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 651 |
|
|
2017
Q2 | – | Sell |
-127
| Closed | -$6K | – | 486 |
|
|
2017
Q1 | $6K | Hold |
127
| – | – | ﹤0.01% | 182 |
|
|
2016
Q4 | $8K | Hold |
127
| – | – | 0.01% | 175 |
|
|
2016
Q3 | $7K | Hold |
127
| – | – | 0.01% | 171 |
|
|
2016
Q2 | $8K | Hold |
127
| – | – | 0.01% | 169 |
|
|
2016
Q1 | $7K | Hold |
127
| – | – | ﹤0.01% | 176 |
|
|
2015
Q4 | $6K | Sell |
127
-113
| -47% | -$5.34K | ﹤0.01% | 186 |
|
|
2015
Q3 | $12K | Hold |
240
| – | – | 0.01% | 105 |
|
|
2015
Q2 | $16K | Hold |
240
| – | – | 0.01% | 105 |
|
|
2015
Q1 | $16K | Hold |
240
| – | – | 0.01% | 106 |
|
|
2014
Q4 | $17K | Sell |
240
-1,952
| -89% | -$138K | 0.01% | 110 |
|
|
2014
Q3 | $207K | Sell |
2,192
-68
| -3% | -$6.42K | 0.14% | 32 |
|
|
2014
Q2 | $223K | Sell |
2,260
-245
| -10% | -$24.2K | 0.15% | 30 |
|
|
2014
Q1 | $208K | Sell |
2,505
-143
| -5% | -$11.9K | 0.11% | 39 |
|
|
2013
Q4 | $220K | Buy |
+2,648
| New | +$220K | 0.15% | 42 |
|