San Francisco Sentry Investment Group’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
Q1 | – | Sell |
-35
| Closed | -$1K | – | 923 |
|
|
2019
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 818 |
|
|
2019
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 816 |
|
|
2019
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 823 |
|
|
2019
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 858 |
|
|
2018
Q4 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 849 |
|
|
2018
Q2 | – | Sell |
-267
| Closed | -$10K | – | 790 |
|
|
2018
Q1 | $10K | Buy |
267
+1
| +0.4% | +$37 | ﹤0.01% | 684 |
|
|
2017
Q4 | $11K | Buy |
266
+101
| +61% | +$4.18K | ﹤0.01% | 660 |
|
|
2017
Q3 | $5K | Buy |
165
+2
| +1% | +$61 | ﹤0.01% | 743 |
|
|
2017
Q2 | $3K | Buy |
+163
| New | +$3K | ﹤0.01% | 654 |
|