Penn Mutual Asset Management’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,450
| Closed | -$373K | – | 67 |
|
|
2024
Q2 | $373K | Buy |
8,450
+550
| +7% | +$24.3K | 0.79% | 36 |
|
|
2024
Q1 | $507K | Buy |
7,900
+3,250
| +70% | +$209K | 1.08% | 18 |
|
|
2023
Q4 | $243K | Hold |
4,650
| – | – | 0.19% | 63 |
|
|
2023
Q3 | $201K | Buy |
+4,650
| New | +$201K | 0.19% | 67 |
|