Winch Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,078
| Closed | -$69K | – | 359 |
|
|
2019
Q4 | $69K | Buy |
2,078
+17
| +0.8% | +$564 | 0.03% | 97 |
|
|
2019
Q3 | $59K | Buy |
2,061
+20
| +1% | +$573 | 0.03% | 98 |
|
|
2019
Q2 | $59K | Buy |
2,041
+20
| +1% | +$578 | 0.03% | 102 |
|
|
2019
Q1 | $51K | Sell |
2,021
-312
| -13% | -$7.87K | 0.03% | 113 |
|
|
2018
Q4 | $48K | Buy |
2,333
+1,833
| +367% | +$37.7K | 0.03% | 99 |
|
|
2018
Q3 | $19K | Buy |
+500
| New | +$19K | 0.01% | 142 |
|