Systematic Financial Management’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-25,149
| Closed | -$946K | – | 663 |
|
|
2018
Q2 | $946K | Sell |
25,149
-147,959
| -85% | -$5.57M | 0.02% | 556 |
|
|
2018
Q1 | $6.66M | Sell |
173,108
-136,800
| -44% | -$5.27M | 0.15% | 198 |
|
|
2017
Q4 | $12.6M | Sell |
309,908
-369,377
| -54% | -$15M | 0.25% | 136 |
|
|
2017
Q3 | $19.8M | Buy |
679,285
+254,985
| +60% | +$7.45M | 0.4% | 81 |
|
|
2017
Q2 | $8.66M | Sell |
424,300
-49,795
| -11% | -$1.02M | 0.16% | 175 |
|
|
2017
Q1 | $11.6M | Buy |
+474,095
| New | +$11.6M | 0.21% | 135 |
|