Strategic Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-16,377
| Closed | -$274K | – | 130 |
|
|
2016
Q3 | $274K | Buy |
16,377
+6,224
| +61% | +$104K | 0.2% | 46 |
|
|
2016
Q2 | $193K | Buy |
+10,153
| New | +$193K | 0.1% | 68 |
|
|
2016
Q1 | – | Sell |
-22,148
| Closed | -$387K | – | 125 |
|
|
2015
Q4 | $387K | Hold |
22,148
| – | – | 0.22% | 24 |
|
|
2015
Q3 | $370K | Buy |
22,148
+3,848
| +21% | +$64.3K | 0.14% | 23 |
|
|
2015
Q2 | $365K | Buy |
18,300
+7,215
| +65% | +$144K | 0.24% | 31 |
|
|
2015
Q1 | $277K | Buy |
+11,085
| New | +$277K | 0.11% | 55 |
|