Petrus Trust Company’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
Q4 | – | Sell |
-6,833
| Closed | -$333K | – | 649 |
|
|
2024
Q3 | $333K | Sell |
6,833
-677
| -9% | -$33K | 0.03% | 375 |
|
|
2024
Q2 | $332K | Hold |
7,510
| – | – | 0.03% | 394 |
|
|
2024
Q1 | $482K | Buy |
+7,510
| New | +$482K | 0.04% | 225 |
|
|
2020
Q1 | – | Sell |
-13,038
| Closed | -$436K | – | 238 |
|
|
2019
Q4 | $436K | Buy |
+13,038
| New | +$436K | 0.07% | 66 |
|
|
2018
Q1 | – | Sell |
-7,589
| Closed | -$308K | – | 189 |
|
|
2017
Q4 | $308K | Sell |
7,589
-3,047
| -29% | -$124K | 0.08% | 94 |
|
|
2017
Q3 | $311K | Buy |
+10,636
| New | +$311K | 0.07% | 86 |
|