WAM
HEES
Wealthspire Advisors (Maryland)’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $541K | Sell |
27,494
-43
| -0.2% | -$846 | 0.02% | 256 |
|
|
2020
Q2 | $509K | Sell |
27,537
-23
| -0.1% | -$425 | 0.04% | 253 |
|
|
2020
Q1 | $405K | Buy |
27,560
+2,951
| +12% | +$43.4K | 0.04% | 262 |
|
|
2019
Q4 | $823K | Hold |
24,609
| – | – | 0.06% | 196 |
|
|
2019
Q3 | $710K | Hold |
24,609
| – | – | 0.05% | 197 |
|
|
2019
Q2 | $716K | Hold |
24,609
| – | – | 0.05% | 188 |
|
|
2019
Q1 | $618K | Buy |
24,609
+3,004
| +14% | +$75.4K | 0.05% | 217 |
|
|
2018
Q4 | $441K | Sell |
21,605
-18
| -0.1% | -$367 | 0.04% | 244 |
|
|
2018
Q3 | $817K | Buy |
21,623
+8
| +0% | +$302 | 0.07% | 169 |
|
|
2018
Q2 | $813K | Buy |
21,615
+10
| +0% | +$376 | 0.07% | 154 |
|
|
2018
Q1 | $832K | Buy |
21,605
+2,023
| +10% | +$77.9K | 0.08% | 152 |
|
|
2017
Q4 | $796K | Buy |
19,582
+9
| +0% | +$366 | 0.08% | 164 |
|
|
2017
Q3 | $572K | Hold |
19,573
| – | – | 0.06% | 217 |
|
|
2017
Q2 | $399K | Buy |
19,573
+8
| +0% | +$163 | 0.05% | 273 |
|
|
2017
Q1 | $480K | Buy |
19,565
+3,094
| +19% | +$75.9K | 0.07% | 194 |
|
|
2016
Q4 | $383K | Buy |
16,471
+43
| +0.3% | +$1K | 0.06% | 222 |
|
|
2016
Q3 | $275K | Hold |
16,428
| – | – | 0.04% | 297 |
|
|
2016
Q2 | $313K | Hold |
16,428
| – | – | 0.05% | 243 |
|
|
2016
Q1 | $288K | Buy |
16,428
+5,711
| +53% | +$100K | 0.05% | 264 |
|
|
2015
Q4 | $187K | Buy |
+10,717
| New | +$187K | 0.03% | 375 |
|