LFA
HES
LGT Financial Advisors’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,493
| Closed | -$228K | – | 904 |
|
|
2023
Q3 | $228K | Sell |
1,493
-83
| -5% | -$12.7K | 0.29% | 75 |
|
|
2023
Q2 | $214K | Sell |
1,576
-71
| -4% | -$9.66K | 0.23% | 113 |
|
|
2023
Q1 | $218K | Sell |
1,647
-921
| -36% | -$122K | 0.41% | 79 |
|
|
2022
Q4 | $364K | Buy |
+2,568
| New | +$364K | 0.43% | 46 |
|