Newbridge Financial Services Group’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
$194K Sell
5,044
-3,051
-38% -$117K 0.03% 296
2025
Q1
$342K Sell
8,095
-1,037
-11% -$43.9K 0.08% 145
2024
Q4
$338K Buy
+9,132
New +$338K 0.09% 156
2022
Q4
Sell
-3,200
Closed -$82K 1479
2022
Q3
$82K Buy
+3,200
New +$82K 0.05% 330