Ancora Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-966
| Closed | -$101K | – | 1460 |
|
|
2020
Q3 | $101K | Sell |
966
-304
| -24% | -$31.8K | ﹤0.01% | 703 |
|
|
2020
Q2 | $127K | Sell |
1,270
-522
| -29% | -$52.2K | 0.01% | 645 |
|
|
2020
Q1 | $134K | Sell |
1,792
-268
| -13% | -$20K | 0.01% | 696 |
|
|
2019
Q4 | $235K | Buy |
2,060
+442
| +27% | +$50.4K | 0.01% | 617 |
|
|
2019
Q3 | $202K | Buy |
+1,618
| New | +$202K | 0.01% | 579 |
|
|
2018
Q4 | – | Sell |
-566
| Closed | -$53K | – | 860 |
|
|
2018
Q3 | $53K | Buy |
+566
| New | +$53K | ﹤0.01% | 876 |
|
|
2017
Q1 | – | Sell |
-715
| Closed | -$23K | – | 806 |
|
|
2016
Q4 | $23K | Buy |
+715
| New | +$23K | ﹤0.01% | 913 |
|