Baker Ellis Asset Management’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,000
| Closed | -$113K | – | 230 |
|
|
2018
Q3 | $113K | Hold |
3,000
| – | – | 0.03% | 228 |
|
|
2018
Q2 | $113K | Hold |
3,000
| – | – | 0.03% | 224 |
|
|
2018
Q1 | $115K | Sell |
3,000
-1,000
| -25% | -$38.3K | 0.03% | 226 |
|
|
2017
Q4 | $163K | Buy |
+4,000
| New | +$163K | 0.04% | 199 |
|