ALPS Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,189
| Closed | -$202K | – | 929 |
|
|
2017
Q4 | $202K | Buy |
+4,189
| New | +$202K | ﹤0.01% | 829 |
|
|
2014
Q3 | – | Sell |
-23,958
| Closed | -$510K | – | 647 |
|
|
2014
Q2 | $510K | Buy |
23,958
+606
| +3% | +$12.9K | ﹤0.01% | 518 |
|
|
2014
Q1 | $575K | Buy |
23,352
+918
| +4% | +$22.6K | 0.01% | 399 |
|
|
2013
Q4 | $489K | Buy |
22,434
+10,813
| +93% | +$236K | ﹤0.01% | 412 |
|
|
2013
Q3 | $258K | Buy |
+11,621
| New | +$258K | ﹤0.01% | 286 |
|