RWA
HEES
RGT Wealth Advisors’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-134,743
| Closed | -$5.19M | – | 54 |
|
|
2018
Q1 | $5.19M | Buy |
134,743
+2,032
| +2% | +$78.2K | 2.49% | 8 |
|
|
2017
Q4 | $5.4M | Hold |
132,711
| – | – | 2.89% | 8 |
|
|
2017
Q3 | $3.88M | Hold |
132,711
| – | – | 2.58% | 11 |
|
|
2017
Q2 | $2.71M | Hold |
132,711
| – | – | 1.85% | 11 |
|
|
2017
Q1 | $3.25M | Buy |
132,711
+3,094
| +2% | +$75.9K | 2.21% | 10 |
|
|
2016
Q4 | $3.01M | Buy |
+129,617
| New | +$3.01M | 1.69% | 13 |
|