Aperio Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $696K | Buy |
23,359
+1,452
| +7% | +$43.3K | ﹤0.01% | 1797 |
|
|
2020
Q3 | $430K | Buy |
21,907
+189
| +0.9% | +$3.71K | ﹤0.01% | 1897 |
|
|
2020
Q2 | $401K | Sell |
21,718
-1,963
| -8% | -$36.2K | ﹤0.01% | 1884 |
|
|
2020
Q1 | $348K | Buy |
23,681
+5,327
| +29% | +$78.3K | ﹤0.01% | 1829 |
|
|
2019
Q4 | $614K | Sell |
18,354
-473
| -3% | -$15.8K | ﹤0.01% | 1693 |
|
|
2019
Q3 | $543K | Sell |
18,827
-132
| -0.7% | -$3.81K | ﹤0.01% | 1716 |
|
|
2019
Q2 | $551K | Buy |
18,959
+1,006
| +6% | +$29.2K | ﹤0.01% | 1732 |
|
|
2019
Q1 | $451K | Buy |
17,953
+1,887
| +12% | +$47.4K | ﹤0.01% | 1802 |
|
|
2018
Q4 | $328K | Buy |
16,066
+4,709
| +41% | +$96.1K | ﹤0.01% | 1902 |
|
|
2018
Q3 | $429K | Buy |
11,357
+729
| +7% | +$27.5K | ﹤0.01% | 1847 |
|
|
2018
Q2 | $400K | Buy |
10,628
+440
| +4% | +$16.6K | ﹤0.01% | 1856 |
|
|
2018
Q1 | $392K | Sell |
10,188
-121
| -1% | -$4.66K | ﹤0.01% | 1813 |
|
|
2017
Q4 | $419K | Sell |
10,309
-3,845
| -27% | -$156K | ﹤0.01% | 1785 |
|
|
2017
Q3 | $413K | Sell |
14,154
-146
| -1% | -$4.26K | ﹤0.01% | 1753 |
|
|
2017
Q2 | $292K | Buy |
14,300
+1,652
| +13% | +$33.7K | ﹤0.01% | 1914 |
|
|
2017
Q1 | $310K | Sell |
12,648
-448
| -3% | -$11K | ﹤0.01% | 1808 |
|
|
2016
Q4 | $304K | Buy |
13,096
+1,662
| +15% | +$38.6K | ﹤0.01% | 1784 |
|
|
2016
Q3 | $192K | Buy |
+11,434
| New | +$192K | ﹤0.01% | 1951 |
|
|
2016
Q2 | – | Sell |
-10,225
| Closed | -$179K | – | 2018 |
|
|
2016
Q1 | $179K | Sell |
10,225
-469
| -4% | -$8.21K | ﹤0.01% | 1891 |
|
|
2015
Q4 | $187K | Buy |
+10,694
| New | +$187K | ﹤0.01% | 1838 |
|
|
2015
Q2 | – | Sell |
-8,562
| Closed | -$214K | – | 2015 |
|
|
2015
Q1 | $214K | Sell |
8,562
-215
| -2% | -$5.37K | ﹤0.01% | 1792 |
|
|
2014
Q4 | $247K | Sell |
8,777
-2,752
| -24% | -$77.4K | ﹤0.01% | 1626 |
|
|
2014
Q3 | $464K | Sell |
11,529
-190
| -2% | -$7.65K | 0.01% | 1182 |
|
|
2014
Q2 | $426K | Sell |
11,719
-223
| -2% | -$8.11K | 0.01% | 1214 |
|
|
2014
Q1 | $483K | Buy |
+11,942
| New | +$483K | 0.01% | 1347 |
|
|
2013
Q4 | – | Sell |
-14,386
| Closed | -$382K | – | 1438 |
|
|
2013
Q3 | $382K | Buy |
14,386
+3,544
| +33% | +$94.1K | 0.01% | 1284 |
|
|
2013
Q2 | $228K | Buy |
+10,842
| New | +$228K | 0.01% | 1426 |
|