Mark Sheptoff Financial Planning’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-38
| Closed | -$4K | – | 379 |
|
|
2022
Q2 | $4K | Hold |
38
| – | – | ﹤0.01% | 309 |
|
|
2022
Q1 | $4K | Hold |
38
| – | – | ﹤0.01% | 349 |
|
|
2021
Q4 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 389 |
|
|
2016
Q2 | – | Sell |
-50
| Closed | -$3K | – | 360 |
|
|
2016
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 302 |
|
|
2015
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 331 |
|
|
2015
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 317 |
|
|
2015
Q2 | $3K | Sell |
50
-100
| -67% | -$6K | ﹤0.01% | 314 |
|
|
2015
Q1 | $10K | Hold |
150
| – | – | 0.01% | 265 |
|
|
2014
Q4 | $11K | Sell |
150
-2,700
| -95% | -$198K | 0.01% | 261 |
|
|
2014
Q3 | $269K | Hold |
2,850
| – | – | 0.24% | 89 |
|
|
2014
Q2 | $282K | Hold |
2,850
| – | – | 0.24% | 90 |
|
|
2014
Q1 | $236K | Buy |
+2,850
| New | +$236K | 0.21% | 94 |
|