Private 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
Q2 | – | Sell |
-4
| Closed | -$257 | – | 2303 |
|
|
2024
Q1 | $257 | Buy |
+4
| New | +$257 | ﹤0.01% | 2213 |
|
|
2023
Q1 | – | Sell |
-200
| Closed | -$9K | – | 2321 |
|
|
2022
Q4 | $9K | Sell |
200
-100
| -33% | -$4.5K | ﹤0.01% | 1585 |
|
|
2022
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 1487 |
|
|
2022
Q2 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 1539 |
|
|
2014
Q4 | – | Sell |
-18
| Closed | -$1K | – | 664 |
|
|
2014
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1739 |
|
|
2014
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1760 |
|