Annapolis Financial Services’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $25.9K | Hold |
99
| – | – | 0.01% | 205 |
|
|
2024
Q2 | $22.1K | Hold |
99
| – | – | 0.01% | 210 |
|
|
2024
Q1 | $18.9K | Hold |
99
| – | – | 0.01% | 221 |
|
|
2023
Q4 | $17.7K | Hold |
99
| – | – | ﹤0.01% | 291 |
|
|
2023
Q3 | $16K | Hold |
99
| – | – | ﹤0.01% | 291 |
|
|
2023
Q2 | $17.5K | Hold |
99
| – | – | 0.01% | 285 |
|
|
2023
Q1 | $16.9K | Hold |
99
| – | – | 0.01% | 264 |
|
|
2022
Q4 | $15.2K | Sell |
99
-58
| -37% | -$8.91K | ﹤0.01% | 265 |
|
|
2022
Q3 | $23K | Buy |
+157
| New | +$23K | 0.01% | 243 |
|