Boston Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.86M | Buy |
64,318
+25,291
| +65% | +$730K | 0.1% | 260 |
|
|
2019
Q2 | $1.14M | Buy |
39,027
+536
| +1% | +$15.6K | 0.06% | 330 |
|
|
2019
Q1 | $967K | Sell |
38,491
-67
| -0.2% | -$1.68K | 0.05% | 349 |
|
|
2018
Q4 | $787K | Sell |
38,558
-45,468
| -54% | -$928K | 0.05% | 373 |
|
|
2018
Q3 | $3.18M | Buy |
+84,026
| New | +$3.18M | 0.14% | 233 |
|
|
2016
Q4 | – | Sell |
-161,245
| Closed | -$2.7M | – | 648 |
|
|
2016
Q3 | $2.7M | Sell |
161,245
-132,505
| -45% | -$2.22M | 0.07% | 264 |
|
|
2016
Q2 | $5.59M | Buy |
+293,750
| New | +$5.59M | 0.14% | 186 |
|
|
2015
Q4 | – | Sell |
-19,620
| Closed | -$328K | – | 692 |
|
|
2015
Q3 | $328K | Sell |
19,620
-4,935
| -20% | -$82.5K | 0.01% | 649 |
|
|
2015
Q2 | $490K | Buy |
24,555
+9,905
| +68% | +$198K | 0.02% | 475 |
|
|
2015
Q1 | $366K | Buy |
14,650
+7,420
| +103% | +$185K | 0.01% | 540 |
|
|
2014
Q4 | $203K | Hold |
7,230
| – | – | 0.01% | 565 |
|
|
2014
Q3 | $291K | Hold |
7,230
| – | – | 0.01% | 471 |
|
|
2014
Q2 | $263K | Sell |
7,230
-2,450
| -25% | -$89.1K | 0.01% | 519 |
|
|
2014
Q1 | $392K | Sell |
9,680
-320
| -3% | -$13K | 0.02% | 386 |
|
|
2013
Q4 | $296K | Hold |
10,000
| – | – | 0.01% | 467 |
|
|
2013
Q3 | $266K | Buy |
+10,000
| New | +$266K | 0.01% | 460 |
|