Wealthspire Advisors (Maryland)’s H&E Equipment Services HEES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $541K | Sell |
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|
2020
Q2 | $509K | Sell |
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|
2020
Q1 | $405K | Buy |
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|
2019
Q4 | $823K | Hold |
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|
2019
Q3 | $710K | Hold |
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|
2019
Q2 | $716K | Hold |
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|
2019
Q1 | $618K | Buy |
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|
2018
Q4 | $441K | Sell |
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|
2018
Q3 | $817K | Buy |
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|
2018
Q2 | $813K | Buy |
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|
2018
Q1 | $832K | Buy |
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|
2017
Q4 | $796K | Buy |
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|
2017
Q3 | $572K | Hold |
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|
2017
Q2 | $399K | Buy |
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|
2017
Q1 | $480K | Buy |
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|
2016
Q4 | $383K | Buy |
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|
2016
Q3 | $275K | Hold |
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|
2016
Q2 | $313K | Hold |
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|
2016
Q1 | $288K | Buy |
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|
2015
Q4 | $187K | Buy |
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