Advisor Group’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $5K | Buy |
163
+5
| +3% | +$153 | ﹤0.01% | 4621 |
|
|
2019
Q3 | $5K | Buy |
158
+1
| +0.6% | +$32 | ﹤0.01% | 4647 |
|
|
2019
Q2 | $5K | Buy |
+157
| New | +$5K | ﹤0.01% | 4660 |
|
|
2018
Q4 | – | Sell |
-698
| Closed | -$27K | – | 5120 |
|
|
2018
Q3 | $27K | Sell |
698
-116
| -14% | -$4.49K | ﹤0.01% | 3693 |
|
|
2018
Q2 | $31K | Sell |
814
-7,594
| -90% | -$289K | ﹤0.01% | 3426 |
|
|
2018
Q1 | $324K | Sell |
8,408
-4,685
| -36% | -$181K | ﹤0.01% | 1630 |
|
|
2017
Q4 | $532K | Buy |
13,093
+12,763
| +3,868% | +$519K | 0.01% | 1292 |
|
|
2017
Q3 | $10K | Buy |
+330
| New | +$10K | ﹤0.01% | 3958 |
|
|
2017
Q2 | – | Sell |
-800
| Closed | -$20K | – | 4829 |
|
|
2017
Q1 | $20K | Buy |
800
+727
| +996% | +$18.2K | ﹤0.01% | 3364 |
|
|
2016
Q4 | $2K | Hold |
73
| – | – | ﹤0.01% | 4212 |
|
|
2016
Q3 | $1K | Sell |
73
-31
| -30% | -$425 | ﹤0.01% | 4289 |
|
|
2016
Q2 | $1K | Buy |
+104
| New | +$1K | ﹤0.01% | 4211 |
|