Royal Fund Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-562
| Closed | -$8K | – | 309 |
|
|
2020
Q1 | $8K | Buy |
562
+162
| +41% | +$2.31K | ﹤0.01% | 386 |
|
|
2019
Q4 | $13K | Sell |
400
-50
| -11% | -$1.63K | ﹤0.01% | 392 |
|
|
2019
Q3 | $12K | Buy |
450
+250
| +125% | +$6.67K | ﹤0.01% | 381 |
|
|
2019
Q2 | $5K | Sell |
200
-100
| -33% | -$2.5K | ﹤0.01% | 430 |
|
|
2019
Q1 | $7K | Hold |
300
| – | – | ﹤0.01% | 396 |
|
|
2018
Q4 | $6K | Buy |
300
+141
| +89% | +$2.82K | ﹤0.01% | 389 |
|
|
2018
Q3 | $6K | Buy |
159
+9
| +6% | +$340 | ﹤0.01% | 365 |
|
|
2018
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 416 |
|
|
2018
Q1 | $5K | Sell |
150
-50
| -25% | -$1.67K | ﹤0.01% | 397 |
|
|
2017
Q4 | $8K | Sell |
200
-100
| -33% | -$4K | ﹤0.01% | 401 |
|
|
2017
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 319 |
|
|
2017
Q2 | $6K | Sell |
300
-100
| -25% | -$2K | ﹤0.01% | 297 |
|
|
2017
Q1 | $9K | Sell |
400
-100
| -20% | -$2.25K | ﹤0.01% | 276 |
|
|
2016
Q4 | $11K | Buy |
+500
| New | +$11K | 0.01% | 252 |
|