DWA
HEES
Divergent Wealth Advisors’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,351
| Closed | -$215K | – | 33 |
|
|
2024
Q1 | $215K | Buy |
+3,351
| New | +$215K | 0.04% | 31 |
|
|
2018
Q4 | – | Sell |
-2,623
| Closed | -$101K | – | 75 |
|
|
2018
Q3 | $101K | Buy |
+2,623
| New | +$101K | 0.03% | 48 |
|
|
2018
Q2 | – | Sell |
-2,236
| Closed | -$86K | – | 155 |
|
|
2018
Q1 | $86K | Buy |
+2,236
| New | +$86K | 0.03% | 48 |
|