Investors Research Corp’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
Q1
Sell
-5,550
Closed -$290K 1057
2023
Q4
$290K Sell
5,550
-2,800
-34% -$146K 0.07% 276
2023
Q3
$361K Hold
8,350
0.09% 245
2023
Q2
$382K Hold
8,350
0.1% 246
2023
Q1
$369K Sell
8,350
-1,000
-11% -$44.2K 0.1% 248
2022
Q4
$424K Hold
9,350
0.11% 228
2022
Q3
$265K Hold
9,350
0.08% 269
2022
Q2
$271K Hold
9,350
0.08% 269
2022
Q1
$407K Hold
9,350
0.11% 220
2021
Q4
$414K Sell
9,350
-4,650
-33% -$206K 0.13% 205
2021
Q3
$486K Hold
14,000
0.16% 177
2021
Q2
$466K Hold
14,000
0.16% 181
2021
Q1
$532K Hold
14,000
0.2% 168
2020
Q4
$417K Hold
14,000
0.16% 202
2020
Q3
$275K Hold
14,000
0.13% 228
2020
Q2
$259K Hold
14,000
0.13% 217
2020
Q1
$206K Hold
14,000
0.13% 234
2019
Q4
$468K Hold
14,000
0.22% 152
2019
Q3
$404K Hold
14,000
0.2% 158
2019
Q2
$407K Hold
14,000
0.21% 155
2019
Q1
$352K Hold
14,000
0.19% 163
2018
Q4
$286K Hold
14,000
0.2% 187
2018
Q3
$529K Hold
14,000
0.3% 135
2018
Q2
$527K Hold
14,000
0.31% 132
2018
Q1
$539K Hold
14,000
0.33% 117
2017
Q4
$569K Buy
+14,000
New +$569K 0.35% 105