Apogem Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-36,805
| Closed | -$1.04M | – | 48 |
|
|
2022
Q3 | $1.04M | Buy |
36,805
+4,486
| +14% | +$127K | 1.04% | 26 |
|
|
2022
Q2 | $936K | Buy |
32,319
+8,997
| +39% | +$261K | 0.85% | 32 |
|
|
2022
Q1 | $1.02M | Hold |
23,322
| – | – | 0.69% | 42 |
|
|
2021
Q4 | $1.03M | Sell |
23,322
-12,779
| -35% | -$565K | 0.68% | 46 |
|
|
2021
Q3 | $1.25M | Buy |
36,101
+385
| +1% | +$13.4K | 0.8% | 32 |
|
|
2021
Q2 | $1.19M | Buy |
35,716
+130
| +0.4% | +$4.32K | 0.76% | 33 |
|
|
2021
Q1 | $1.35M | Buy |
35,586
+3,474
| +11% | +$132K | 0.92% | 27 |
|
|
2020
Q4 | $957K | Buy |
+32,112
| New | +$957K | 0.64% | 46 |
|