SWM
HES
Segment Wealth Management’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-35,632
| Closed | -$2.22M | – | 187 |
|
|
2016
Q4 | $2.22M | Buy |
35,632
+2,114
| +6% | +$132K | 0.81% | 48 |
|
|
2016
Q3 | $1.8M | Buy |
33,518
+1
| +0% | +$54 | 0.71% | 58 |
|
|
2016
Q2 | $2.01M | Sell |
33,517
-2,941
| -8% | -$177K | 0.83% | 46 |
|
|
2016
Q1 | $1.92M | Buy |
+36,458
| New | +$1.92M | 0.72% | 53 |
|