Wellington Shields Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $232K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $205K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $244K | Hold |
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|
2019
Q4 | $555K | Sell |
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|
2019
Q3 | $551K | Sell |
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|
2019
Q2 | $689K | Hold |
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|
2019
Q1 | $595K | Hold |
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|
2018
Q4 | $484K | Buy |
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|
2018
Q3 | $446K | Sell |
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|
2018
Q2 | $579K | Hold |
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|
2018
Q1 | $593K | Hold |
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|
2017
Q4 | $626K | Sell |
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|
2017
Q3 | $987K | Sell |
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|
2017
Q2 | $751K | Buy |
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|
2017
Q1 | $684K | Buy |
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