BIM
HEES
Bogle Investment Management’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-35,324
| Closed | -$887K | – | 298 |
|
|
2019
Q1 | $887K | Buy |
+35,324
| New | +$887K | 0.07% | 209 |
|
|
2018
Q3 | – | Sell |
-36,376
| Closed | -$1.37M | – | 290 |
|
|
2018
Q2 | $1.37M | Buy |
36,376
+5,547
| +18% | +$209K | 0.1% | 179 |
|
|
2018
Q1 | $1.19M | Sell |
30,829
-185,411
| -86% | -$7.14M | 0.09% | 199 |
|
|
2017
Q4 | $8.79M | Buy |
216,240
+65,894
| +44% | +$2.68M | 0.65% | 69 |
|
|
2017
Q3 | $4.39M | Buy |
+150,346
| New | +$4.39M | 0.3% | 116 |
|
|
2017
Q2 | – | Sell |
-48,300
| Closed | -$1.18M | – | 334 |
|
|
2017
Q1 | $1.18M | Buy |
+48,300
| New | +$1.18M | 0.08% | 206 |
|
|
2016
Q3 | – | Sell |
-141,208
| Closed | -$2.69M | – | 391 |
|
|
2016
Q2 | $2.69M | Buy |
+141,208
| New | +$2.69M | 0.19% | 152 |
|
|
2015
Q2 | – | Sell |
-28,644
| Closed | -$715K | – | 384 |
|
|
2015
Q1 | $715K | Buy |
+28,644
| New | +$715K | 0.05% | 274 |
|
|
2014
Q3 | – | Sell |
-49,133
| Closed | -$1.79M | – | 367 |
|
|
2014
Q2 | $1.79M | Sell |
49,133
-13,337
| -21% | -$485K | 0.12% | 196 |
|
|
2014
Q1 | $2.53M | Buy |
+62,470
| New | +$2.53M | 0.17% | 170 |
|