IWA
HEES

IBEX Wealth Advisors’s H&E Equipment Services HEES Stock Holding History

IBEX Wealth Advisors’s Portfolio HEES Stock Details HEES Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,409
Closed -$239K – 186
2021
Q4 		$239K Buy
+5,409
New +$239K 0.04% 163