WAOTB
HEES
Wealth Advisors of Tampa Bay’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-82,983
| Closed | -$2.4M | – | 64 |
|
|
2019
Q3 | $2.4M | Sell |
82,983
-10,690
| -11% | -$309K | 1.99% | 22 |
|
|
2019
Q2 | $2.73M | Sell |
93,673
-2,375
| -2% | -$69.1K | 1.98% | 21 |
|
|
2019
Q1 | $2.41M | Sell |
96,048
-13,555
| -12% | -$340K | 1.75% | 25 |
|
|
2018
Q4 | $2.24M | Buy |
109,603
+19,839
| +22% | +$405K | 1.82% | 25 |
|
|
2018
Q3 | $3.39M | Buy |
89,764
+3,121
| +4% | +$118K | 2.38% | 19 |
|
|
2018
Q2 | $3.26M | Sell |
86,643
-850
| -1% | -$32K | 2.49% | 17 |
|
|
2018
Q1 | $3.37M | Sell |
87,493
-6,585
| -7% | -$253K | 2.43% | 16 |
|
|
2017
Q4 | $3.66M | Buy |
+94,078
| New | +$3.66M | 2.51% | 16 |
|