Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-43
| Closed | -$1K | – | 1750 |
|
|
2020
Q2 | $1K | Hold |
43
| – | – | ﹤0.01% | 1802 |
|
|
2020
Q1 | $1K | Hold |
43
| – | – | ﹤0.01% | 1600 |
|
|
2019
Q4 | $1K | Hold |
43
| – | – | ﹤0.01% | 1522 |
|
|
2019
Q3 | $1K | Hold |
43
| – | – | ﹤0.01% | 1437 |
|
|
2019
Q2 | $1K | Hold |
43
| – | – | ﹤0.01% | 1463 |
|
|
2019
Q1 | $1K | Buy |
43
+22
| +105% | +$512 | ﹤0.01% | 1444 |
|
|
2018
Q4 | $0 | Sell |
21
-20
| -49% | – | ﹤0.01% | 1579 |
|
|
2018
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 1618 |
|
|
2018
Q2 | $1K | Hold |
41
| – | – | ﹤0.01% | 1458 |
|
|
2018
Q1 | $2K | Hold |
41
| – | – | ﹤0.01% | 1326 |
|
|
2017
Q4 | $2K | Buy |
41
+2
| +5% | +$98 | ﹤0.01% | 1180 |
|
|
2017
Q3 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 1087 |
|