WAM
HEES
Wakefield Asset Management’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-17,639
| Closed | -$259K | – | 178 |
|
|
2020
Q1 | $259K | Buy |
17,639
+2,266
| +15% | +$33.3K | 0.14% | 134 |
|
|
2019
Q4 | $514K | Sell |
15,373
-3,576
| -19% | -$120K | 0.21% | 128 |
|
|
2019
Q3 | $547K | Buy |
18,949
+480
| +3% | +$13.9K | 0.24% | 100 |
|
|
2019
Q2 | $537K | Buy |
+18,469
| New | +$537K | 0.21% | 103 |
|