James Investment Research’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-16,970
| Closed | -$426K | – | 721 |
|
|
2019
Q1 | $426K | Sell |
16,970
-38,800
| -70% | -$974K | 0.03% | 465 |
|
|
2018
Q4 | $1.14M | Sell |
55,770
-188,327
| -77% | -$3.85M | 0.07% | 259 |
|
|
2018
Q3 | $9.22M | Sell |
244,097
-41,306
| -14% | -$1.56M | 0.38% | 66 |
|
|
2018
Q2 | $10.7M | Buy |
285,403
+44,469
| +18% | +$1.67M | 0.41% | 59 |
|
|
2018
Q1 | $9.27M | Buy |
240,934
+147,439
| +158% | +$5.67M | 0.35% | 71 |
|
|
2017
Q4 | $3.8M | Buy |
+93,495
| New | +$3.8M | 0.13% | 138 |
|