BOK Financial Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-922
| Closed | -$40.7K | – | 544 |
|
|
2024
Q2 | $40.7K | Buy |
+922
| New | +$40.7K | ﹤0.01% | 281 |
|
|
2024
Q1 | – | Sell |
-839
| Closed | -$43.9K | – | 497 |
|
|
2023
Q4 | $43.9K | Hold |
839
| – | – | ﹤0.01% | 257 |
|
|
2023
Q3 | $36.2K | Hold |
839
| – | – | ﹤0.01% | 254 |
|
|
2023
Q2 | $38.4K | Hold |
839
| – | – | ﹤0.01% | 243 |
|
|
2023
Q1 | $37.1K | Hold |
839
| – | – | ﹤0.01% | 263 |
|
|
2022
Q4 | $38.1K | Hold |
839
| – | – | ﹤0.01% | 249 |
|
|
2022
Q3 | $24K | Hold |
839
| – | – | ﹤0.01% | 295 |
|
|
2022
Q2 | $24K | Buy |
+839
| New | +$24K | ﹤0.01% | 304 |
|