Advisory Research’s H&E Equipment Services HEES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,320
| Closed | -$456K | – | 456 |
|
|
2023
Q1 | $456K | Sell |
10,320
-1,711
| -14% | -$75.7K | 0.08% | 251 |
|
|
2022
Q4 | $546K | Buy |
+12,031
| New | +$546K | 0.05% | 238 |
|
|
2022
Q2 | – | Sell |
-34,443
| Closed | -$1.5M | – | 400 |
|
|
2022
Q1 | $1.5M | Sell |
34,443
-2,090
| -6% | -$91K | 0.12% | 137 |
|
|
2021
Q4 | $1.62M | Buy |
+36,533
| New | +$1.62M | 0.13% | 143 |
|