Avion Wealth’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
2025
Q2
Sell
-100
Closed -$4K 1348
2025
Q1
$4K Hold
100
﹤0.01% 580
2024
Q4
$4K Hold
100
﹤0.01% 578
2024
Q3
$4K Buy
+100
New +$4K ﹤0.01% 563