Wellington Shields & Co’s H&E Equipment Services HEES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-500
| Closed | -$47.4K | – | 322 |
|
|
2025
Q1 | $47.4K | Buy |
+500
| New | +$47.4K | 0.01% | 276 |
|
|
2019
Q4 | – | Sell |
-9,000
| Closed | -$260K | – | 197 |
|
|
2019
Q3 | $260K | Buy |
+9,000
| New | +$260K | 0.4% | 79 |
|
|
2018
Q4 | – | Sell |
-6,460
| Closed | -$244K | – | 156 |
|
|
2018
Q3 | $244K | Buy |
6,460
+27
| +0.4% | +$1.02K | 0.13% | 117 |
|
|
2018
Q2 | $242K | Sell |
6,433
-529
| -8% | -$19.9K | 0.13% | 123 |
|
|
2018
Q1 | $268K | Sell |
6,962
-181
| -3% | -$6.97K | 0.14% | 120 |
|
|
2017
Q4 | $290K | Sell |
7,143
-3,903
| -35% | -$158K | 0.16% | 118 |
|
|
2017
Q3 | $323K | Buy |
+11,046
| New | +$323K | 0.11% | 103 |
|