YorkBridge Wealth Partners’s Hess HES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-504
| Closed | -$20K | – | 758 |
|
|
2018
Q4 | $20K | Sell |
504
-194
| -28% | -$7.7K | 0.01% | 461 |
|
|
2018
Q3 | $52K | Sell |
698
-120
| -15% | -$8.94K | 0.02% | 352 |
|
|
2018
Q2 | $55K | Sell |
818
-26
| -3% | -$1.75K | 0.02% | 356 |
|
|
2018
Q1 | $46K | Hold |
844
| – | – | 0.02% | 377 |
|
|
2017
Q4 | $38K | Sell |
844
-1,313
| -61% | -$59.1K | 0.02% | 399 |
|
|
2017
Q3 | $101K | Buy |
2,157
+146
| +7% | +$6.84K | 0.05% | 280 |
|
|
2017
Q2 | $91K | Hold |
2,011
| – | – | 0.05% | 292 |
|
|
2017
Q1 | $95K | Buy |
2,011
+1,550
| +336% | +$73.2K | 0.05% | 270 |
|
|
2016
Q4 | $24K | Buy |
+461
| New | +$24K | 0.01% | 450 |
|