IAS
HEES
IMA Advisory Services’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-490
| Closed | -$16K | – | 290 |
|
|
2021
Q2 | $16K | Hold |
490
| – | – | ﹤0.01% | 213 |
|
|
2021
Q1 | $19K | Sell |
490
-17,344
| -97% | -$673K | ﹤0.01% | 205 |
|
|
2020
Q4 | $532K | Sell |
17,834
-3,937
| -18% | -$117K | 0.15% | 88 |
|
|
2020
Q3 | $428K | Sell |
21,771
-9,949
| -31% | -$196K | 0.14% | 97 |
|
|
2020
Q2 | $586K | Sell |
31,720
-44,017
| -58% | -$813K | 0.21% | 85 |
|
|
2020
Q1 | $1.11M | Sell |
75,737
-1,103
| -1% | -$16.2K | 0.49% | 64 |
|
|
2019
Q4 | $2.57M | Sell |
76,840
-27,017
| -26% | -$903K | 0.95% | 45 |
|
|
2019
Q3 | $3M | Sell |
103,857
-9,798
| -9% | -$283K | 1.13% | 31 |
|
|
2019
Q2 | $3.31M | Buy |
113,655
+7,251
| +7% | +$211K | 1.24% | 27 |
|
|
2019
Q1 | $2.67M | Buy |
106,404
+44,098
| +71% | +$1.11M | 1.04% | 37 |
|
|
2018
Q4 | $1.27M | Buy |
62,306
+36,990
| +146% | +$755K | 0.59% | 62 |
|
|
2018
Q3 | $956K | Buy |
+25,316
| New | +$956K | 0.37% | 79 |
|