Mark Sheptoff Financial Planning’s Hess Midstream HESM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$323K	Sell	8,395 -1,100	-12%	-$42.4K	0.17%	73
2025 Q1	$402K	Buy	9,495 +1,750	+23%	+$74K	0.22%	63
2024 Q4	$287K	Sell	7,745 -305	-4%	-$11.3K	0.15%	75
2024 Q3	$284K	Buy	+8,050	New	+$284K	0.15%	81