Hillsdale Investment Management’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
Q2 | – | Sell |
-100
| Closed | -$6.42K | – | 628 |
|
|
2024
Q1 | $6.42K | Sell |
100
-10
| -9% | -$642 | ﹤0.01% | 527 |
|
|
2023
Q4 | $5.76K | Sell |
110
-20
| -15% | -$1.05K | ﹤0.01% | 513 |
|
|
2023
Q3 | $5.62K | Buy |
130
+50
| +63% | +$2.16K | ﹤0.01% | 485 |
|
|
2023
Q2 | $3.66K | Sell |
80
-17,020
| -100% | -$779K | ﹤0.01% | 487 |
|
|
2023
Q1 | $756K | Sell |
17,100
-1,000
| -6% | -$44.2K | 0.06% | 223 |
|
|
2022
Q4 | $822K | Hold |
18,100
| – | – | 0.07% | 189 |
|
|
2022
Q3 | $513K | Sell |
18,100
-3,000
| -14% | -$85K | 0.05% | 318 |
|
|
2022
Q2 | $611K | Hold |
21,100
| – | – | 0.05% | 277 |
|
|
2022
Q1 | $918K | Buy |
+21,100
| New | +$918K | 0.06% | 249 |
|
|
2020
Q2 | – | Sell |
-97,200
| Closed | -$1.43M | – | 625 |
|
|
2020
Q1 | $1.43M | Hold |
97,200
| – | – | 0.17% | 157 |
|
|
2019
Q4 | $3.25M | Buy |
+97,200
| New | +$3.25M | 0.28% | 126 |
|
|
2018
Q2 | – | Sell |
-36,600
| Closed | -$1.41M | – | 521 |
|
|
2018
Q1 | $1.41M | Hold |
36,600
| – | – | 0.2% | 78 |
|
|
2017
Q4 | $1.49M | Buy |
+36,600
| New | +$1.49M | 0.24% | 67 |
|
|
2015
Q1 | – | Sell |
-1,400
| Closed | -$39K | – | 536 |
|
|
2014
Q4 | $39K | Buy |
+1,400
| New | +$39K | 0.01% | 456 |
|