AGF Investments LLC’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,158
| Closed | -$534K | – | 634 |
|
|
2020
Q1 | $534K | Buy |
7,158
+535
| +8% | +$39.9K | 0.07% | 262 |
|
|
2019
Q4 | $756K | Buy |
6,623
+6,567
| +11,727% | +$750K | 0.14% | 306 |
|
|
2019
Q3 | $7K | Sell |
56
-4
| -7% | -$500 | ﹤0.01% | 529 |
|
|
2019
Q2 | $8K | Sell |
60
-2,460
| -98% | -$328K | ﹤0.01% | 549 |
|
|
2019
Q1 | $239K | Buy |
2,520
+456
| +22% | +$43.2K | 0.05% | 216 |
|
|
2018
Q4 | $160K | Buy |
2,064
+1,246
| +152% | +$96.6K | 0.02% | 310 |
|
|
2018
Q3 | $75K | Sell |
818
-203
| -20% | -$18.6K | 0.01% | 301 |
|
|
2018
Q2 | $75 | Buy |
1,021
+555
| +119% | +$41 | 0.01% | 319 |
|
|
2018
Q1 | $33K | Buy |
466
+52
| +13% | +$3.68K | 0.01% | 383 |
|
|
2017
Q4 | $20K | Buy |
414
+195
| +89% | +$9.42K | ﹤0.01% | 448 |
|
|
2017
Q3 | $10K | Buy |
+219
| New | +$10K | ﹤0.01% | 522 |
|