TCI Wealth Advisors’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-151
| Closed | -$6.68K | – | 1059 |
|
|
2023
Q1 | $6.68K | Hold |
151
| – | – | ﹤0.01% | 1331 |
|
|
2022
Q4 | $6.86K | Hold |
151
| – | – | ﹤0.01% | 1325 |
|
|
2022
Q3 | $4K | Hold |
151
| – | – | ﹤0.01% | 1609 |
|
|
2022
Q2 | $4K | Buy |
+151
| New | +$4K | ﹤0.01% | 1624 |
|
|
2022
Q1 | – | Sell |
-130
| Closed | -$6K | – | 2310 |
|
|
2021
Q4 | $6K | Buy |
+130
| New | +$6K | ﹤0.01% | 1537 |
|