American Portfolios Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $202K | Sell |
1,405
-41
| -3% | -$5.9K | 0.01% | 1014 |
|
|
2022
Q2 | $190K | Buy |
1,446
+55
| +4% | +$7.21K | 0.01% | 1067 |
|
|
2022
Q1 | $214K | Sell |
1,391
-125
| -8% | -$19.2K | 0.01% | 1129 |
|
|
2021
Q4 | $219K | Buy |
1,516
+26
| +2% | +$3.75K | 0.01% | 1117 |
|
|
2021
Q3 | $197K | Buy |
1,490
+268
| +22% | +$35.4K | 0.01% | 1119 |
|
|
2021
Q2 | $170K | Buy |
1,222
+197
| +19% | +$27.5K | 0.01% | 1181 |
|
|
2021
Q1 | $129K | Buy |
1,025
+230
| +29% | +$28.9K | 0.01% | 1221 |
|
|
2020
Q4 | $105K | Sell |
795
-535
| -40% | -$70.8K | 0.01% | 1131 |
|
|
2020
Q3 | $139K | Sell |
1,330
-191
| -13% | -$20K | 0.01% | 941 |
|
|
2020
Q2 | $152K | Buy |
1,521
+100
| +7% | +$9.97K | 0.01% | 839 |
|
|
2020
Q1 | $106K | Sell |
1,421
-68
| -5% | -$5.07K | 0.01% | 877 |
|
|
2019
Q4 | $170K | Sell |
1,489
-4,346
| -74% | -$496K | 0.01% | 807 |
|
|
2019
Q3 | $729K | Buy |
5,835
+3,925
| +205% | +$490K | 0.06% | 308 |
|
|
2019
Q2 | $256K | Buy |
1,910
+608
| +47% | +$81.4K | 0.02% | 611 |
|
|
2019
Q1 | $124K | Buy |
1,302
+341
| +35% | +$32.4K | 0.01% | 806 |
|
|
2018
Q4 | $74.5K | Sell |
961
-33
| -3% | -$2.56K | 0.01% | 852 |
|
|
2018
Q3 | $92.1K | Sell |
994
-41
| -4% | -$3.8K | 0.01% | 867 |
|
|
2018
Q2 | $75.5K | Buy |
1,035
+316
| +44% | +$23K | 0.01% | 916 |
|
|
2018
Q1 | $49.9K | Sell |
719
-1,408
| -66% | -$97.7K | 0.01% | 1020 |
|
|
2017
Q4 | $103K | Buy |
+2,127
| New | +$103K | 0.02% | 723 |
|