PWAG
HES
Polaris Wealth Advisory Group’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-100
| Closed | -$7K | – | 277 |
|
|
2018
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 426 |
|
|
2018
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 225 |
|
|
2018
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 404 |
|
|
2015
Q2 | – | Sell |
-74,060
| Closed | -$5.03M | – | 78 |
|
|
2015
Q1 | $5.03M | Buy |
+74,060
| New | +$5.03M | 0.91% | 40 |
|
|
2014
Q4 | – | Sell |
-32,911
| Closed | -$3.1M | – | 79 |
|
|
2014
Q3 | $3.1M | Buy |
32,911
+4,406
| +15% | +$416K | 0.7% | 27 |
|
|
2014
Q2 | $2.82M | Buy |
+28,505
| New | +$2.82M | 0.63% | 25 |
|