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 |
|