JFS Wealth Advisors’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14
| Closed | -$1.33K | – | 1914 |
|
|
2025
Q1 | $1.33K | Buy |
14
+6
| +75% | +$569 | ﹤0.01% | 1592 |
|
|
2024
Q4 | $392 | Hold |
8
| – | – | ﹤0.01% | 1804 |
|
|
2024
Q3 | $390 | Hold |
8
| – | – | ﹤0.01% | 1825 |
|
|
2024
Q2 | $354 | Buy |
+8
| New | +$354 | ﹤0.01% | 1849 |
|