Stoneridge Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-55,421
| Closed | -$1.29M | – | 324 |
|
|
2016
Q4 | $1.29M | Buy |
+55,421
| New | +$1.29M | 0.18% | 156 |
|
|
2016
Q2 | – | Sell |
-68,730
| Closed | -$1.21M | – | 298 |
|
|
2016
Q1 | $1.21M | Sell |
68,730
-52,402
| -43% | -$919K | 0.18% | 144 |
|
|
2015
Q4 | $2.12M | Buy |
121,132
+45,426
| +60% | +$794K | 0.29% | 107 |
|
|
2015
Q3 | $1.27M | Sell |
75,706
-66,810
| -47% | -$1.12M | 0.18% | 143 |
|
|
2015
Q2 | $2.85M | Buy |
142,516
+120,516
| +548% | +$2.41M | 0.35% | 86 |
|
|
2015
Q1 | $550K | Hold |
22,000
| – | – | 0.06% | 200 |
|
|
2014
Q4 | $618K | Buy |
+22,000
| New | +$618K | 0.08% | 177 |
|