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

Mark Sheptoff Financial Planning’s Portfolio HESM Stock Details HESM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$31.1K	Sell
2025 Q2	$323K	Sell
2025 Q1	$402K	Buy
2024 Q4	$287K	Sell
2024 Q3	$284K	Buy