Total Clarity Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,200
| Closed | -$35K | – | 535 |
|
|
2022
Q2 | $35K | Buy |
+1,200
| New | +$35K | 0.02% | 463 |
|
|
2022
Q1 | – | Sell |
-1,450
| Closed | -$64K | – | 499 |
|
|
2021
Q4 | $64K | Hold |
1,450
| – | – | 0.03% | 362 |
|
|
2021
Q3 | $50K | Buy |
+1,450
| New | +$50K | 0.02% | 403 |
|
|
2021
Q2 | – | Sell |
-1,050
| Closed | -$40K | – | 403 |
|
|
2021
Q1 | $40K | Buy |
+1,050
| New | +$40K | 0.02% | 370 |
|