Brinker Capital Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,100
| Closed | -$277K | – | 1596 |
|
|
2022
Q4 | $277K | Sell |
6,100
-1,557
| -20% | -$70.7K | 0.01% | 1177 |
|
|
2022
Q3 | $217K | Buy |
7,657
+391
| +5% | +$11.1K | ﹤0.01% | 1249 |
|
|
2022
Q2 | $210K | Sell |
7,266
-3,577
| -33% | -$103K | ﹤0.01% | 1291 |
|
|
2022
Q1 | $472K | Buy |
10,843
+18
| +0.2% | +$784 | 0.01% | 1073 |
|
|
2021
Q4 | $479K | Buy |
10,825
+1,958
| +22% | +$86.6K | 0.01% | 1068 |
|
|
2021
Q3 | $295K | Hold |
8,867
| – | – | ﹤0.01% | 1145 |
|
|
2021
Q2 | $295K | Buy |
+8,867
| New | +$295K | ﹤0.01% | 1197 |
|