Oppenheimer Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,052
| Closed | -$218K | – | 1157 |
|
|
2023
Q3 | $218K | Sell |
5,052
-736
| -13% | -$31.8K | ﹤0.01% | 1031 |
|
|
2023
Q2 | $265K | Buy |
+5,788
| New | +$265K | ﹤0.01% | 995 |
|
|
2023
Q1 | – | Sell |
-4,786
| Closed | -$217K | – | 1154 |
|
|
2022
Q4 | $217K | Buy |
+4,786
| New | +$217K | ﹤0.01% | 1049 |
|
|
2022
Q2 | – | Sell |
-6,377
| Closed | -$278K | – | 1179 |
|
|
2022
Q1 | $278K | Buy |
6,377
+381
| +6% | +$16.6K | ﹤0.01% | 1044 |
|
|
2021
Q4 | $265K | Sell |
5,996
-516
| -8% | -$22.8K | ﹤0.01% | 1109 |
|
|
2021
Q3 | $226K | Buy |
+6,512
| New | +$226K | ﹤0.01% | 1115 |
|
|
2017
Q4 | – | Sell |
-347
| Closed | -$10K | – | 1237 |
|
|
2017
Q3 | $10K | Sell |
347
-11
| -3% | -$317 | ﹤0.01% | 1529 |
|
|
2017
Q2 | $7K | Sell |
358
-403
| -53% | -$7.88K | ﹤0.01% | 1536 |
|
|
2017
Q1 | $19K | Buy |
+761
| New | +$19K | ﹤0.01% | 1480 |
|