Curi RMB Capital’s H&E Equipment Services HEES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-60,403	Closed	-$2.02M	–	704
2019 Q4	$2.02M	Sell	60,403 -22,491	-27%	-$730K	0.07%	274
2019 Q3	$2.39M	Buy	82,894 +12,734	+18%	+$344K	0.09%	270
2019 Q2	$2.04M	Sell	70,160 -3,741	-5%	-$104K	0.07%	306
2019 Q1	$1.86M	Buy	+73,901	New	+$1.94M	0.06%	356
2018 Q4	–	Sell	-95,408	Closed	-$3.6M	–	935
2018 Q3	$3.6M	Sell	95,408 -17,728	-16%	-$642K	0.11%	257
2018 Q2	$4.25M	Sell	113,136 -25,127	-18%	-$937K	0.13%	225
2018 Q1	$5.32M	Buy	138,263 +6,485	+5%	+$255K	0.16%	210
2017 Q4	$5.36M	Buy	131,778 +36,028	+38%	+$1.23M	0.17%	211
2017 Q3	$2.8M	Buy	+95,750	New	+$2.22M	0.09%	319