Amica Retiree Medical Trust’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-6,247
| Closed | -$786K | – | 127 |
|
2021
Q1 | $786K | Hold |
6,247
| – | – | 0.53% | 63 |
|
2020
Q4 | $827K | Hold |
6,247
| – | – | 0.58% | 50 |
|
2020
Q3 | $654K | Hold |
6,247
| – | – | 0.51% | 60 |
|
2020
Q2 | $623K | Hold |
6,247
| – | – | 0.49% | 60 |
|
2020
Q1 | $466K | Buy |
+6,247
| New | +$466K | 0.42% | 66 |
|