PWA
HEES

Physician Wealth Advisors’s H&E Equipment Services HEES Stock Holding History

Physician Wealth Advisors’s Portfolio HEES Stock Details HEES Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-233
Closed -$22.1K – 1877
2025
Q1 		$22.1K Buy
233
+13
+6% +$1.23K ﹤0.01% 469
2024
Q4 		$10.8K Buy
+220
New +$10.8K ﹤0.01% 618