WAS
HEES

Winch Advisory Services’s H&E Equipment Services HEES Stock Holding History

Winch Advisory Services’s Portfolio HEES Stock Details HEES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,078
Closed -$69K – 358
2019
Q4 		$69K Buy
2,078
+17
+0.8% +$551 0.03% 97
2019
Q3 		$59K Buy
2,061
+20
+1% +$541 0.03% 98
2019
Q2 		$59K Buy
2,041
+20
+1% +$556 0.03% 102
2019
Q1 		$51K Sell
2,021
-312
-13% -$8.21K 0.03% 113
2018
Q4 		$48K Buy
2,333
+1,833
+367% +$44.9K 0.03% 99
2018
Q3 		$19K Buy
+500
New +$18.1K 0.01% 142

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State Street
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GIP
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