Glassman Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-43
| Closed | -$2.25K | – | 891 |
|
|
2023
Q4 | $2.25K | Hold |
43
| – | – | ﹤0.01% | 1317 |
|
|
2023
Q3 | $1.86K | Hold |
43
| – | – | ﹤0.01% | 1356 |
|
|
2023
Q2 | $1.97K | Hold |
43
| – | – | ﹤0.01% | 1254 |
|
|
2023
Q1 | $1.9K | Hold |
43
| – | – | ﹤0.01% | 1264 |
|
|
2022
Q4 | $1.95K | Hold |
43
| – | – | ﹤0.01% | 1261 |
|
|
2022
Q3 | $1K | Hold |
43
| – | – | ﹤0.01% | 1418 |
|
|
2022
Q2 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 1430 |
|