FG
HEES
Formula Growth’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 |
-61,662
| Closed | -$3.96M | – | 115 |
|
|
2024
Q1 | $3.96M | Sell |
61,662
-13,160
| -18% | -$845K | 1.26% | 28 |
|
|
2023
Q4 | $3.91M | Sell |
74,822
-700
| -0.9% | -$36.6K | 1.25% | 20 |
|
|
2023
Q3 | $3.26M | Sell |
75,522
-5,546
| -7% | -$240K | 1.11% | 28 |
|
|
2023
Q2 | $3.71M | Hold |
81,068
| – | – | 1.18% | 26 |
|
|
2023
Q1 | $3.59M | Sell |
81,068
-69,700
| -46% | -$3.08M | 1.15% | 26 |
|
|
2022
Q4 | $6.84M | Buy |
150,768
+1,000
| +0.7% | +$45.4K | 1.94% | 6 |
|
|
2022
Q3 | $4.24M | Buy |
149,768
+20,000
| +15% | +$567K | 1.21% | 29 |
|
|
2022
Q2 | $3.76M | Hold |
129,768
| – | – | 1.04% | 36 |
|
|
2022
Q1 | $5.65M | Buy |
129,768
+41,064
| +46% | +$1.79M | 1.07% | 33 |
|
|
2021
Q4 | $3.93M | Buy |
+88,704
| New | +$3.93M | 0.7% | 52 |
|