Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-82
Closed -$12.1K 574
2024
Q2
$12.1K Hold
82
0.01% 624
2024
Q1
$12.5K Hold
82
0.01% 614
2023
Q4
$11.8K Hold
82
0.01% 608
2023
Q3
$13K Hold
82
0.01% 550
2023
Q2
$11K Buy
+82
New +$11.2K 0.01% 589
2022
Q4
$12K Hold
82
0.01% 525
2022
Q3
$9K Hold
82
0.01% 551
2022
Q2
$9K Buy
82
+43
+110% +$4.86K 0.01% 582
2022
Q1
$4K Hold
39
﹤0.01% 696
2021
Q4
$3K Buy
+39
New +$3.16K ﹤0.01% 755

Other funds holding HES