Global Retirement Partners’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
Q4 | $3.46K | Buy |
71
+19
| +37% | +$927 | ﹤0.01% | 2858 |
|
|
2024
Q3 | $2.55K | Hold |
52
| – | – | ﹤0.01% | 2847 |
|
|
2024
Q2 | $2.3K | Sell |
52
-16
| -24% | -$708 | ﹤0.01% | 2916 |
|
|
2024
Q1 | $4.35K | Buy |
68
+3
| +5% | +$192 | ﹤0.01% | 2454 |
|
|
2023
Q4 | $3.1K | Buy |
65
+14
| +27% | +$667 | ﹤0.01% | 2511 |
|
|
2023
Q3 | $2.05K | Hold |
51
| – | – | ﹤0.01% | 2533 |
|
|
2023
Q2 | $2.33K | Hold |
51
| – | – | ﹤0.01% | 2489 |
|
|
2023
Q1 | $1.74K | Buy |
51
+1
| +2% | +$34 | ﹤0.01% | 2548 |
|
|
2022
Q4 | $2.28K | Buy |
+50
| New | +$2.28K | ﹤0.01% | 2310 |
|