CAPTRUST Financial Advisors’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-32,557
| Closed | -$923K | – | 2114 |
|
|
2022
Q3 | $923K | Buy |
32,557
+18
| +0.1% | +$510 | 0.01% | 954 |
|
|
2022
Q2 | $943K | Buy |
32,539
+182
| +0.6% | +$5.27K | 0.01% | 860 |
|
|
2022
Q1 | $1.41M | Buy |
32,357
+32,346
| +294,055% | +$1.41M | 0.01% | 707 |
|
|
2021
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 4825 |
|
|
2021
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 4687 |
|
|
2021
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 4573 |
|
|
2021
Q1 | $0 | Buy |
+11
| New | – | ﹤0.01% | 4409 |
|