Level Financial Advisors’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-774
| Closed | -$112K | – | 147 |
|
|
2023
Q4 | $112K | Buy |
774
+2
| +0.3% | +$288 | 0.06% | 80 |
|
|
2023
Q3 | $118K | Buy |
772
+2
| +0.3% | +$306 | 0.07% | 72 |
|
|
2023
Q2 | $105K | Hold |
770
| – | – | 0.06% | 75 |
|
|
2023
Q1 | $102K | Buy |
770
+2
| +0.3% | +$265 | 0.06% | 70 |
|
|
2022
Q4 | $109K | Buy |
768
+4
| +0.5% | +$568 | 0.07% | 68 |
|
|
2022
Q3 | $83K | Buy |
764
+2
| +0.3% | +$217 | 0.06% | 77 |
|
|
2022
Q2 | $81K | Hold |
762
| – | – | 0.06% | 77 |
|
|
2022
Q1 | $82K | Buy |
762
+2
| +0.3% | +$215 | 0.06% | 64 |
|
|
2021
Q4 | $56K | Buy |
+760
| New | +$56K | 0.04% | 87 |
|