Tyler-Stone Wealth Management’s H&E Equipment Services HEES Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-100
| Closed | -$4.42K | – | 549 |
|
2024
Q2 | $4.42K | Hold |
100
| – | – | ﹤0.01% | 755 |
|
2024
Q1 | $6.42K | Hold |
100
| – | – | ﹤0.01% | 696 |
|
2023
Q4 | $5.23K | Hold |
100
| – | – | ﹤0.01% | 701 |
|
2023
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 724 |
|
2023
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 687 |
|
2022
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 645 |
|
2022
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 703 |
|
2022
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 717 |
|
2022
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 683 |
|
2021
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 713 |
|