Cornerstone Planning Group’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
2025
Q2
Sell
-6
Closed -$540 1598
2025
Q1
$540 Hold
6
﹤0.01% 1276
2024
Q4
$530 Buy
+6
New +$530 ﹤0.01% 1117