Curi RMB Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-60,403
| Closed | -$2.02M | – | 696 |
|
|
2019
Q4 | $2.02M | Sell |
60,403
-22,491
| -27% | -$752K | 0.06% | 260 |
|
|
2019
Q3 | $2.39M | Buy |
82,894
+12,734
| +18% | +$367K | 0.06% | 248 |
|
|
2019
Q2 | $2.04M | Sell |
70,160
-3,741
| -5% | -$109K | 0.05% | 279 |
|
|
2019
Q1 | $1.86M | Buy |
+73,901
| New | +$1.86M | 0.05% | 326 |
|
|
2018
Q4 | – | Sell |
-95,408
| Closed | -$3.61M | – | 898 |
|
|
2018
Q3 | $3.61M | Sell |
95,408
-17,728
| -16% | -$670K | 0.09% | 229 |
|
|
2018
Q2 | $4.26M | Sell |
113,136
-25,127
| -18% | -$945K | 0.1% | 200 |
|
|
2018
Q1 | $5.32M | Buy |
138,263
+6,485
| +5% | +$250K | 0.14% | 183 |
|
|
2017
Q4 | $5.36M | Buy |
131,778
+36,028
| +38% | +$1.46M | 0.14% | 189 |
|
|
2017
Q3 | $2.8M | Buy |
+95,750
| New | +$2.8M | 0.07% | 286 |
|