Redwood Investments’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 |
-37,093
| Closed | -$2.35M | – | 122 |
|
|
2024
Q1 | $2.35M | Sell |
37,093
-7,013
| -16% | -$443K | 0.69% | 64 |
|
|
2023
Q4 | $2.31M | Sell |
44,106
-236,785
| -84% | -$12.4M | 0.6% | 75 |
|
|
2023
Q3 | $12.1M | Buy |
280,891
+50,410
| +22% | +$2.18M | 1.64% | 23 |
|
|
2023
Q2 | $10.5M | Buy |
230,481
+2,527
| +1% | +$116K | 1.29% | 38 |
|
|
2023
Q1 | $10.1M | Buy |
227,954
+98,761
| +76% | +$4.37M | 1.29% | 34 |
|
|
2022
Q4 | $5.87M | Buy |
+129,193
| New | +$5.87M | 0.79% | 56 |
|
|
2015
Q2 | – | Sell |
-60,996
| Closed | -$1.52M | – | 182 |
|
|
2015
Q1 | $1.52M | Buy |
60,996
+39,608
| +185% | +$990K | 0.24% | 84 |
|
|
2014
Q4 | $601K | Sell |
21,388
-3,912
| -15% | -$110K | 0.09% | 103 |
|
|
2014
Q3 | $1.02M | Buy |
25,300
+1,543
| +6% | +$62.1K | 0.14% | 86 |
|
|
2014
Q2 | $863K | Sell |
23,757
-12,307
| -34% | -$447K | 0.11% | 101 |
|
|
2014
Q1 | $1.46M | Sell |
36,064
-795
| -2% | -$32.2K | 0.21% | 71 |
|
|
2013
Q4 | $1.09M | Sell |
36,859
-178
| -0.5% | -$5.27K | 0.16% | 84 |
|
|
2013
Q3 | $984K | Sell |
37,037
-3,202
| -8% | -$85.1K | 0.14% | 97 |
|
|
2013
Q2 | $848K | Buy |
+40,239
| New | +$848K | 0.13% | 106 |
|