Advisor Group’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $122K | Buy |
1,354
+88
| +7% | +$7.93K | ﹤0.01% | 2783 |
|
|
2019
Q3 | $123K | Sell |
1,266
-70
| -5% | -$6.8K | ﹤0.01% | 2732 |
|
|
2019
Q2 | $137K | Buy |
1,336
+188
| +16% | +$19.3K | ﹤0.01% | 2610 |
|
|
2019
Q1 | $97K | Sell |
1,148
-204
| -15% | -$17.2K | ﹤0.01% | 2890 |
|
|
2018
Q4 | $85K | Sell |
1,352
-1,125
| -45% | -$70.7K | ﹤0.01% | 2768 |
|
|
2018
Q3 | $187K | Buy |
2,477
+929
| +60% | +$70.1K | ﹤0.01% | 2209 |
|
|
2018
Q2 | $94K | Sell |
1,548
-527
| -25% | -$32K | ﹤0.01% | 2573 |
|
|
2018
Q1 | $118K | Sell |
2,075
-91
| -4% | -$5.18K | ﹤0.01% | 2426 |
|
|
2017
Q4 | $110K | Buy |
2,166
+282
| +15% | +$14.3K | ﹤0.01% | 2491 |
|
|
2017
Q3 | $92K | Buy |
1,884
+318
| +20% | +$15.5K | ﹤0.01% | 2475 |
|
|
2017
Q2 | $63K | Buy |
1,566
+230
| +17% | +$9.25K | ﹤0.01% | 2657 |
|
|
2017
Q1 | $51K | Buy |
1,336
+98
| +8% | +$3.74K | ﹤0.01% | 2688 |
|
|
2016
Q4 | $43K | Buy |
1,238
+113
| +10% | +$3.93K | ﹤0.01% | 2727 |
|
|
2016
Q3 | $35K | Sell |
1,125
-332
| -23% | -$10.3K | ﹤0.01% | 2785 |
|
|
2016
Q2 | $39K | Buy |
+1,457
| New | +$39K | ﹤0.01% | 2597 |
|