SVB Wealth’s H&E Equipment Services HEES Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-34,201
Closed -$1.56M 895
2023
Q2
$1.56M Hold
34,201
0.03% 271
2023
Q1
$1.51M Buy
+34,201
New +$1.51M 0.02% 320