Algert Global’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,045
| Closed | -$1.74M | – | 1234 |
|
|
2021
Q4 | $1.74M | Buy |
12,045
+601
| +5% | +$86.7K | 0.22% | 116 |
|
|
2021
Q3 | $1.51M | Sell |
11,444
-836
| -7% | -$110K | 0.2% | 112 |
|
|
2021
Q2 | $1.71M | Sell |
12,280
-3,960
| -24% | -$552K | 0.58% | 43 |
|
|
2021
Q1 | $2.04M | Buy |
16,240
+677
| +4% | +$85.2K | 0.65% | 18 |
|
|
2020
Q4 | $2.06M | Sell |
15,563
-608
| -4% | -$80.5K | 0.59% | 35 |
|
|
2020
Q3 | $1.69M | Hold |
16,171
| – | – | 0.54% | 52 |
|
|
2020
Q2 | $1.61M | Buy |
+16,171
| New | +$1.61M | 0.55% | 45 |
|
|
2015
Q4 | – | Sell |
-18,530
| Closed | -$371K | – | 343 |
|
|
2015
Q3 | $371K | Buy |
+18,530
| New | +$371K | 0.21% | 184 |
|
|
2014
Q1 | – | Sell |
-53,845
| Closed | -$1.28M | – | 336 |
|
|
2013
Q4 | $1.28M | Sell |
53,845
-15,399
| -22% | -$365K | 0.34% | 106 |
|
|
2013
Q3 | $1.54M | Buy |
+69,244
| New | +$1.54M | 0.44% | 80 |
|