WR Wealth Planners’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $10.4K | Buy |
78
+9
| +13% | +$1.2K | ﹤0.01% | 586 |
|
|
2024
Q3 | $9.37K | Buy |
69
+4
| +6% | +$543 | ﹤0.01% | 641 |
|
|
2024
Q2 | $9.59K | Buy |
65
+17
| +35% | +$2.51K | ﹤0.01% | 599 |
|
|
2024
Q1 | $7.33K | Buy |
+48
| New | +$7.33K | ﹤0.01% | 652 |
|
|
2023
Q4 | – | Sell |
-38
| Closed | -$5.81K | – | 472 |
|
|
2023
Q3 | $5.81K | Hold |
38
| – | – | ﹤0.01% | 659 |
|
|
2023
Q2 | $5.17K | Hold |
38
| – | – | ﹤0.01% | 676 |
|
|
2023
Q1 | $5.03K | Buy |
+38
| New | +$5.03K | ﹤0.01% | 678 |
|