WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,069
| Closed | -$19K | – | 1581 |
|
|
2015
Q4 | $19K | Hold |
1,069
| – | – | 0.01% | 912 |
|
|
2015
Q3 | $18K | Hold |
1,069
| – | – | 0.01% | 924 |
|
|
2015
Q2 | $21K | Hold |
1,069
| – | – | 0.01% | 960 |
|
|
2015
Q1 | $27K | Buy |
1,069
+1,018
| +1,996% | +$25.7K | 0.01% | 908 |
|
|
2014
Q4 | $1K | Buy |
51
+1
| +2% | +$20 | ﹤0.01% | 1942 |
|
|
2014
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 1850 |
|
|
2014
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 1798 |
|
|
2014
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 1786 |
|
|
2013
Q4 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 2086 |
|