Advisor Group’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $1.95M | Sell |
17,089
-417
| -2% | -$47.7K | 0.01% | 824 |
|
2019
Q3 | $2.19M | Sell |
17,506
-4,417
| -20% | -$553K | 0.02% | 723 |
|
2019
Q2 | $2.94M | Sell |
21,923
-9,737
| -31% | -$1.31M | 0.02% | 600 |
|
2019
Q1 | $3.01M | Buy |
31,660
+9,426
| +42% | +$895K | 0.02% | 555 |
|
2018
Q4 | $1.73M | Sell |
22,234
-109
| -0.5% | -$8.46K | 0.02% | 692 |
|
2018
Q3 | $2.07M | Buy |
22,343
+7,370
| +49% | +$683K | 0.02% | 624 |
|
2018
Q2 | $1.09M | Buy |
14,973
+5,557
| +59% | +$406K | 0.02% | 819 |
|
2018
Q1 | $654K | Sell |
9,416
-16,254
| -63% | -$1.13M | 0.01% | 1130 |
|
2017
Q4 | $1.24M | Buy |
25,670
+1,283
| +5% | +$62K | 0.02% | 764 |
|
2017
Q3 | $1.12M | Buy |
24,387
+364
| +2% | +$16.7K | 0.02% | 738 |
|
2017
Q2 | $884K | Buy |
24,023
+11,765
| +96% | +$433K | 0.02% | 810 |
|
2017
Q1 | $439K | Buy |
12,258
+459
| +4% | +$16.4K | 0.01% | 1154 |
|
2016
Q4 | $373K | Buy |
11,799
+5,327
| +82% | +$168K | 0.01% | 1167 |
|
2016
Q3 | $183K | Buy |
6,472
+163
| +3% | +$4.61K | ﹤0.01% | 1579 |
|
2016
Q2 | $171K | Buy |
+6,309
| New | +$171K | ﹤0.01% | 1558 |
|