TCI Wealth Advisors’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6
| Closed | -$795 | – | 1064 |
|
|
2023
Q1 | $795 | Buy |
6
+2
| +50% | +$278 | ﹤0.01% | 2141 |
|
|
2022
Q4 | $567 | Hold |
4
| – | – | ﹤0.01% | 2202 |
|
|
2022
Q3 | $0 | Sell |
4
-23
| -85% | -$2.55K | ﹤0.01% | 2389 |
|
|
2022
Q2 | $3K | Buy |
27
+23
| +575% | +$2.6K | ﹤0.01% | 1808 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 2311 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 2381 |
|
|
2021
Q3 | $0 | Buy |
+4
| New | +$295 | ﹤0.01% | 2461 |
|
|
2020
Q4 | – | Sell |
-19
| Closed | -$1K | – | 1586 |
|
|
2020
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 1327 |
|
|
2020
Q2 | $1K | Sell |
19
-7
| -27% | -$320 | ﹤0.01% | 1259 |
|
|
2020
Q1 | $1K | Sell |
26
-394
| -94% | -$21.3K | ﹤0.01% | 1250 |
|
|
2019
Q4 | $28K | Buy |
420
+59
| +16% | +$3.86K | 0.01% | 493 |
|
|
2019
Q3 | $22K | Buy |
361
+161
| +81% | +$10K | 0.01% | 472 |
|
|
2019
Q2 | $13K | Buy |
200
+76
| +61% | +$4.7K | 0.01% | 567 |
|
|
2019
Q1 | $7K | Sell |
124
-7
| -5% | -$385 | ﹤0.01% | 702 |
|
|
2018
Q4 | $5K | Buy |
131
+6
| +5% | +$342 | ﹤0.01% | 762 |
|
|
2018
Q3 | $9K | Hold |
125
| – | – | ﹤0.01% | 656 |
|
|
2018
Q2 | $8K | Hold |
125
| – | – | ﹤0.01% | 679 |
|
|
2018
Q1 | $6K | Buy |
125
+65
| +108% | +$3.19K | ﹤0.01% | 704 |
|
|
2017
Q4 | $3K | Buy |
60
+42
| +233% | +$1.9K | ﹤0.01% | 901 |
|
|
2017
Q3 | $1K | Sell |
18
-11
| -38% | -$465 | ﹤0.01% | 1121 |
|
|
2017
Q2 | $1K | Buy |
29
+18
| +164% | +$841 | ﹤0.01% | 1140 |
|
|
2017
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 1100 |
|
|
2016
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 1169 |
|
|
2016
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1129 |
|
|
2016
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 1069 |
|
|
2016
Q1 | $1K | Sell |
11
-193
| -95% | -$8.53K | ﹤0.01% | 1085 |
|
|
2015
Q4 | $10K | Buy |
204
+23
| +13% | +$1.3K | 0.01% | 580 |
|
|
2015
Q3 | $9K | Buy |
181
+19
| +12% | +$1.09K | 0.01% | 529 |
|
|
2015
Q2 | $11K | Hold |
162
| – | – | 0.01% | 506 |
|
|
2015
Q1 | $11K | Buy |
162
+123
| +315% | +$8.77K | 0.01% | 438 |
|
|
2014
Q4 | $3K | Sell |
39
-102
| -72% | -$8.08K | ﹤0.01% | 656 |
|
|
2014
Q3 | $13K | Hold |
141
| – | – | 0.01% | 402 |
|
|
2014
Q2 | $14K | Buy |
141
+4
| +3% | +$361 | 0.01% | 403 |
|
|
2014
Q1 | $11K | Buy |
137
+6
| +5% | +$477 | 0.01% | 409 |
|
|
2013
Q4 | $11K | Hold |
131
| – | – | 0.01% | 407 |
|
|
2013
Q3 | $10K | Buy |
131
+92
| +236% | +$6.85K | 0.01% | 374 |
|
|
2013
Q2 | $3K | Buy |
+39
| New | +$2.7K | ﹤0.01% | 531 |
|
Other funds holding HES
