CIBC Private Wealth Group’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,172
| Closed | -$190K | – | 3177 |
|
|
2024
Q4 | $190K | Buy |
4,172
+1,166
| +39% | +$53.1K | ﹤0.01% | 1176 |
|
|
2024
Q3 | $146K | Sell |
3,006
-227
| -7% | -$11.1K | ﹤0.01% | 1332 |
|
|
2024
Q2 | $140K | Sell |
3,233
-621
| -16% | -$27K | ﹤0.01% | 1255 |
|
|
2024
Q1 | $243K | Buy |
+3,854
| New | +$243K | ﹤0.01% | 1046 |
|
|
2018
Q4 | – | Sell |
-52,357
| Closed | -$1.98M | – | 898 |
|
|
2018
Q3 | $1.98M | Sell |
52,357
-1,314
| -2% | -$49.6K | 0.01% | 503 |
|
|
2018
Q2 | $2.02M | Buy |
+53,671
| New | +$2.02M | 0.01% | 491 |
|
|
2015
Q3 | – | Sell |
-15,935
| Closed | -$318K | – | 602 |
|
|
2015
Q2 | $318K | Sell |
15,935
-2,900
| -15% | -$57.9K | ﹤0.01% | 585 |
|
|
2015
Q1 | $470K | Hold |
18,835
| – | – | ﹤0.01% | 556 |
|
|
2014
Q4 | $529K | Buy |
18,835
+835
| +5% | +$23.5K | ﹤0.01% | 536 |
|
|
2014
Q3 | $725K | Sell |
18,000
-435
| -2% | -$17.5K | 0.01% | 493 |
|
|
2014
Q2 | $670K | Sell |
18,435
-18,440
| -50% | -$670K | 0.01% | 493 |
|
|
2014
Q1 | $1.47M | Buy |
+36,875
| New | +$1.47M | 0.01% | 393 |
|