Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,600
Closed -$807K 3223
2023
Q4
$807K Sell
5,600
-4,800
-46% -$704K 0.01% 1185
2023
Q3
$1.59M Buy
10,400
+8,700
+512% +$1.31M 0.02% 788
2023
Q2
$231K Sell
1,700
-9,900
-85% -$1.35M ﹤0.01% 2090
2023
Q1
$1.54M Buy
11,600
+8,800
+314% +$1.22M 0.03% 634
2022
Q4
$397K Sell
2,800
-1,300
-32% -$179K 0.01% 1289
2022
Q3
$447K Buy
4,100
+200
+5% +$22.2K 0.01% 1191
2022
Q2
$413K Buy
+3,900
New +$441K 0.01% 1048
2021
Q4
Sell
-5,200
Closed -$406K 1752
2021
Q3
$406K Sell
5,200
-3,300
-39% -$243K 0.01% 849
2021
Q2
$742K Buy
+8,500
New +$686K 0.02% 494
2021
Q1
Sell
-7,100
Closed -$375K 1208
2020
Q4
$375K Buy
+7,100
New +$323K 0.01% 876
2020
Q2
Sell
-15,500
Closed -$516K 1519
2020
Q1
$516K Sell
15,500
-69,900
-82% -$3.78M 0.01% 612
2019
Q4
$5.71M Sell
85,400
-69,300
-45% -$4.53M 0.04% 355
2019
Q3
$9.36M Buy
154,700
+90,600
+141% +$5.65M 0.09% 177
2019
Q2
$4.08M Buy
+64,100
New +$3.96M 0.04% 275
2019
Q1
Sell
-61,800
Closed -$2.5M 2076
2018
Q4
$2.5M Sell
61,800
-169,500
-73% -$9.66M 0.03% 296
2018
Q3
$16.6M Buy
231,300
+26,800
+13% +$1.77M 0.11% 127
2018
Q2
$13.7M Buy
204,500
+26,300
+15% +$1.57M 0.07% 215
2018
Q1
$9.02M Buy
178,200
+88,400
+98% +$4.33M 0.05% 309
2017
Q4
$4.26M Buy
+89,800
New +$4.05M 0.11% 138

Other funds holding HES