Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,737
| Closed | -$240K | – | 480 |
|
|
2024
Q1 | $240K | Sell |
3,737
-537
| -13% | -$34.5K | 0.01% | 409 |
|
|
2023
Q4 | $224K | Buy |
+4,274
| New | +$224K | 0.01% | 342 |
|
|
2022
Q2 | – | Sell |
-5,770
| Closed | -$251K | – | 356 |
|
|
2022
Q1 | $251K | Hold |
5,770
| – | – | 0.01% | 309 |
|
|
2021
Q4 | $255K | Hold |
5,770
| – | – | 0.01% | 302 |
|
|
2021
Q3 | $200K | Buy |
+5,770
| New | +$200K | 0.01% | 324 |
|