United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,608
| Closed | -$325K | – | 1325 |
|
|
2018
Q3 | $325K | Sell |
8,608
-800
| -9% | -$30.2K | ﹤0.01% | 1077 |
|
|
2018
Q2 | $354K | Sell |
9,408
-600
| -6% | -$22.6K | ﹤0.01% | 1033 |
|
|
2018
Q1 | $385K | Sell |
10,008
-5,042
| -34% | -$194K | ﹤0.01% | 1017 |
|
|
2017
Q4 | $612K | Sell |
15,050
-3,300
| -18% | -$134K | ﹤0.01% | 908 |
|
|
2017
Q3 | $536K | Sell |
18,350
-1,300
| -7% | -$38K | ﹤0.01% | 936 |
|
|
2017
Q2 | $401K | Buy |
+19,650
| New | +$401K | ﹤0.01% | 984 |
|