Covestor’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 |
-26
| Closed | -$3K | – | 2427 |
|
|
2025
Q1 | $3K | Sell |
26
-4
| -13% | -$462 | ﹤0.01% | 1783 |
|
|
2024
Q4 | $1K | Buy |
30
+2
| +7% | +$67 | ﹤0.01% | 2047 |
|
|
2024
Q3 | $1K | Buy |
28
+19
| +211% | +$679 | ﹤0.01% | 1989 |
|
|
2024
Q2 | $0 | Buy |
9
+2
| +29% | – | ﹤0.01% | 2445 |
|
|
2024
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 2448 |
|
|
2023
Q4 | $0 | Buy |
7
+3
| +75% | – | ﹤0.01% | 2367 |
|
|
2023
Q3 | $0 | Sell |
4
-3
| -43% | – | ﹤0.01% | 2357 |
|
|
2023
Q2 | $0 | Buy |
7
+1
| +17% | – | ﹤0.01% | 2352 |
|
|
2023
Q1 | $0 | Sell |
6
-4
| -40% | – | ﹤0.01% | 2259 |
|
|
2022
Q4 | $0 | Sell |
10
-3
| -23% | – | ﹤0.01% | 2282 |
|
|
2022
Q3 | $0 | Buy |
13
+2
| +18% | – | ﹤0.01% | 2243 |
|
|
2022
Q2 | $0 | Buy |
11
+1
| +10% | – | ﹤0.01% | 2096 |
|
|
2022
Q1 | $0 | Buy |
10
+1
| +11% | – | ﹤0.01% | 2253 |
|
|
2021
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 2215 |
|