Ameritas Investment Partners’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-14,548
| Closed | -$364K | – | 1186 |
|
|
2015
Q1 | $364K | Hold |
14,548
| – | – | 0.02% | 746 |
|
|
2014
Q4 | $360K | Hold |
14,548
| – | – | 0.02% | 750 |
|
|
2014
Q3 | $278K | Hold |
14,548
| – | – | 0.02% | 834 |
|
|
2014
Q2 | $310K | Buy |
14,548
+561
| +4% | +$12K | 0.02% | 816 |
|
|
2014
Q1 | $345K | Hold |
13,987
| – | – | 0.03% | 726 |
|
|
2013
Q4 | $332K | Buy |
13,987
+19
| +0.1% | +$451 | 0.03% | 769 |
|
|
2013
Q3 | $310K | Buy |
+13,968
| New | +$310K | 0.03% | 730 |
|