Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,500
Closed -$221K 3176
2024
Q2
$221K Buy
+1,500
New +$230K ﹤0.01% 2274
2024
Q1
Sell
-4,000
Closed -$577K 3222
2023
Q4
$577K Sell
4,000
-3,000
-43% -$440K 0.01% 1450
2023
Q3
$1.07M Buy
7,000
+4,900
+233% +$738K 0.01% 994
2023
Q2
$285K Sell
2,100
-5,700
-73% -$780K ﹤0.01% 1917
2023
Q1
$1.03M Buy
7,800
+5,500
+239% +$766K 0.02% 823
2022
Q4
$326K Buy
+2,300
New +$316K 0.01% 1456
2022
Q3
Sell
-2,000
Closed -$212K 2803
2022
Q2
$212K Buy
+2,000
New +$226K 0.01% 1602
2021
Q4
Sell
-19,800
Closed -$1.55M 1751
2021
Q3
$1.55M Buy
+19,800
New +$1.46M 0.05% 356
2021
Q1
Sell
-4,900
Closed -$259K 1207
2020
Q4
$259K Buy
+4,900
New +$223K 0.01% 1153
2020
Q2
Sell
-8,300
Closed -$276K 1518
2020
Q1
$276K Sell
8,300
-31,900
-79% -$1.73M 0.01% 894
2019
Q4
$2.69M Sell
40,200
-76,700
-66% -$5.02M 0.02% 614
2019
Q3
$7.07M Buy
116,900
+103,300
+760% +$6.44M 0.06% 233
2019
Q2
$865K Buy
+13,600
New +$841K 0.01% 797
2019
Q1
Sell
-58,700
Closed -$2.38M 2075
2018
Q4
$2.38M Sell
58,700
-15,400
-21% -$878K 0.03% 309
2018
Q3
$5.3M Sell
74,100
-45,300
-38% -$2.99M 0.03% 357
2018
Q2
$7.99M Buy
119,400
+32,100
+37% +$1.92M 0.04% 342
2018
Q1
$4.42M Buy
87,300
+18,600
+27% +$912K 0.02% 522
2017
Q4
$3.26M Buy
+68,700
New +$3.1M 0.09% 174

Other funds holding HES