Diversified Trust’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
Q1 | – | Sell |
-10,615
| Closed | -$520K | – | 972 |
|
|
2024
Q4 | $520K | Buy |
10,615
+574
| +6% | +$28.1K | 0.01% | 587 |
|
|
2024
Q3 | $489K | Buy |
10,041
+14
| +0.1% | +$682 | 0.01% | 590 |
|
|
2024
Q2 | $443K | Buy |
10,027
+503
| +5% | +$22.2K | 0.01% | 571 |
|
|
2024
Q1 | $611K | Buy |
9,524
+2,288
| +32% | +$147K | 0.02% | 460 |
|
|
2023
Q4 | $379K | Buy |
+7,236
| New | +$379K | 0.01% | 583 |
|