SWA
HES
Sutton Wealth Advisors’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $48.2K | Hold |
315
| – | – | 0.02% | 230 |
|
|
2023
Q2 | $42.8K | Buy |
315
+235
| +294% | +$31.9K | 0.02% | 244 |
|
|
2023
Q1 | $10.6K | Hold |
80
| – | – | 0.01% | 413 |
|
|
2022
Q4 | $11.3K | Hold |
80
| – | – | ﹤0.01% | 900 |
|
|
2022
Q3 | $8.72K | Hold |
80
| – | – | ﹤0.01% | 936 |
|
|
2022
Q2 | $8.48K | Buy |
80
+3
| +4% | +$318 | ﹤0.01% | 955 |
|
|
2022
Q1 | $8.24K | Buy |
77
+2
| +3% | +$214 | ﹤0.01% | 994 |
|
|
2021
Q4 | $5.55K | Sell |
75
-2
| -3% | -$148 | ﹤0.01% | 1052 |
|
|
2021
Q3 | $6.01K | Buy |
77
+2
| +3% | +$156 | ﹤0.01% | 1027 |
|
|
2021
Q2 | $6.55K | Hold |
75
| – | – | ﹤0.01% | 1002 |
|
|
2021
Q1 | $5.31K | Buy |
75
+5
| +7% | +$354 | ﹤0.01% | 1007 |
|
|
2020
Q4 | $3.7K | Buy |
70
+30
| +75% | +$1.58K | ﹤0.01% | 1025 |
|
|
2020
Q3 | $1.64K | Hold |
40
| – | – | ﹤0.01% | 1089 |
|
|
2020
Q2 | $2.07K | Sell |
40
-54
| -57% | -$2.8K | ﹤0.01% | 1055 |
|
|
2020
Q1 | $3.13K | Sell |
94
-8
| -8% | -$266 | ﹤0.01% | 964 |
|
|
2019
Q4 | $6.82K | Hold |
102
| – | – | ﹤0.01% | 896 |
|
|
2019
Q3 | $6.17K | Hold |
102
| – | – | ﹤0.01% | 903 |
|
|
2019
Q2 | $6.48K | Buy |
102
+25
| +32% | +$1.59K | ﹤0.01% | 872 |
|
|
2019
Q1 | $4.64K | Sell |
77
-322
| -81% | -$19.4K | ﹤0.01% | 953 |
|
|
2018
Q4 | $16.2K | Hold |
399
| – | – | 0.01% | 590 |
|
|
2018
Q3 | $28.6K | Hold |
399
| – | – | 0.02% | 458 |
|
|
2018
Q2 | $26.7K | Hold |
399
| – | – | 0.02% | 482 |
|
|
2018
Q1 | $20.2K | Buy |
399
+332
| +496% | +$16.8K | 0.01% | 565 |
|
|
2017
Q4 | $3.18K | Hold |
67
| – | – | ﹤0.01% | 933 |
|
|
2017
Q3 | $3.14K | Hold |
67
| – | – | ﹤0.01% | 918 |
|
|
2017
Q2 | $2.94K | Buy |
67
+19
| +40% | +$833 | ﹤0.01% | 929 |
|
|
2017
Q1 | $2.31K | Sell |
48
-14
| -23% | -$675 | ﹤0.01% | 927 |
|
|
2016
Q4 | $3.86K | Hold |
62
| – | – | ﹤0.01% | 873 |
|
|
2016
Q3 | $3.32K | Hold |
62
| – | – | ﹤0.01% | 884 |
|
|
2016
Q2 | $3.73K | Hold |
62
| – | – | ﹤0.01% | 837 |
|
|
2016
Q1 | $3.26K | Buy |
+62
| New | +$3.26K | ﹤0.01% | 836 |
|