APP
HEES

Avantax Planning Partners’s H&E Equipment Services HEES Stock Holding History

Avantax Planning Partners’s Portfolio HEES Stock Details HEES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,737
Closed -$240K – 480
2024
Q1 		$240K Sell
3,737
-537
-13% -$29.4K 0.01% 409
2023
Q4 		$224K Buy
+4,274
New +$193K 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 +$191K 0.01% 324

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PP
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State Street
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