Assured Investment Management’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-32,318
| Closed | -$812K | – | 370 |
|
|
2019
Q1 | $812K | Buy |
32,318
+24,105
| +293% | +$606K | 0.01% | 419 |
|
|
2018
Q4 | $168K | Sell |
8,213
-8,348
| -50% | -$171K | ﹤0.01% | 894 |
|
|
2018
Q3 | $626K | Buy |
16,561
+2,224
| +16% | +$84.1K | 0.01% | 667 |
|
|
2018
Q2 | $539K | Sell |
14,337
-24,093
| -63% | -$906K | 0.01% | 770 |
|
|
2018
Q1 | $1.48M | Buy |
+38,430
| New | +$1.48M | 0.03% | 395 |
|