Independent Portfolio Consultants’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 | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $12K | Sell |
570
-10
| -2% | -$211 | 0.01% | 684 |
|
2017
Q1 | $14K | Sell |
580
-165
| -22% | -$3.98K | ﹤0.01% | 705 |
|
2016
Q4 | $17K | Buy |
+745
| New | +$17K | 0.01% | 638 |
|
2015
Q3 | – | Sell |
-3,890
| Closed | -$78K | – | 821 |
|
2015
Q2 | $78K | Buy |
3,890
+1,470
| +61% | +$29.5K | 0.02% | 547 |
|
2015
Q1 | $60K | Buy |
2,420
+50
| +2% | +$1.24K | 0.01% | 585 |
|
2014
Q4 | $67K | Sell |
2,370
-20
| -0.8% | -$565 | 0.01% | 591 |
|
2014
Q3 | $96K | Buy |
+2,390
| New | +$96K | 0.03% | 555 |
|