Whittier Trust’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
2023 Q4	–	Sell	-1,000	Closed	-$43.2K	–	1575
2023 Q3	$43.2K	Hold	1,000	–	–	﹤0.01%	953
2023 Q2	$45.8K	Hold	1,000	–	–	﹤0.01%	950
2023 Q1	$44.2K	Hold	1,000	–	–	﹤0.01%	989
2022 Q4	$45.4K	Hold	1,000	–	–	﹤0.01%	982
2022 Q3	$28K	Hold	1,000	–	–	﹤0.01%	1098
2022 Q2	$29K	Hold	1,000	–	–	﹤0.01%	1074
2022 Q1	$44K	Hold	1,000	–	–	﹤0.01%	1006
2021 Q4	$44K	Hold	1,000	–	–	﹤0.01%	1010
2021 Q3	$35K	Hold	1,000	–	–	﹤0.01%	1010
2021 Q2	$33K	Hold	1,000	–	–	﹤0.01%	1047
2021 Q1	$38K	Hold	1,000	–	–	﹤0.01%	995
2020 Q4	$30K	Hold	1,000	–	–	﹤0.01%	954
2020 Q3	$20K	Hold	1,000	–	–	﹤0.01%	1000
2020 Q2	$18K	Hold	1,000	–	–	﹤0.01%	980
2020 Q1	$15K	Hold	1,000	–	–	﹤0.01%	1039
2019 Q4	$33K	Hold	1,000	–	–	﹤0.01%	930
2019 Q3	$29K	Hold	1,000	–	–	﹤0.01%	950
2019 Q2	$29K	Hold	1,000	–	–	﹤0.01%	889
2019 Q1	$25K	Hold	1,000	–	–	﹤0.01%	906
2018 Q4	$20K	Buy	+1,000	New	+$24.5K	﹤0.01%	952