Whittier Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$20K | ﹤0.01% | 952 |
|