Waverly Advisors’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-63
| Closed | -$3K | – | 263 |
|
|
2017
Q4 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 377 |
|
|
2015
Q4 | – | Sell |
-296
| Closed | -$15K | – | 245 |
|
|
2015
Q3 | $15K | Buy |
+296
| New | +$15K | 0.01% | 319 |
|
|
2014
Q1 | – | Sell |
-62
| Closed | -$5K | – | 762 |
|
|
2013
Q4 | $5K | Hold |
62
| – | – | ﹤0.01% | 672 |
|
|
2013
Q3 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 491 |
|