Aperio Group’s HEICO Class A HEI.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $958K | Buy |
8,183
+2
| +0% | +$234 | ﹤0.01% | 1613 |
|
|
2020
Q3 | $725K | Sell |
8,181
-111
| -1% | -$9.84K | ﹤0.01% | 1601 |
|
|
2020
Q2 | $674K | Sell |
8,292
-287
| -3% | -$23.3K | ﹤0.01% | 1614 |
|
|
2020
Q1 | $548K | Buy |
8,579
+131
| +2% | +$8.37K | ﹤0.01% | 1600 |
|
|
2019
Q4 | $756K | Buy |
8,448
+679
| +9% | +$60.8K | ﹤0.01% | 1592 |
|
|
2019
Q3 | $756K | Buy |
7,769
+697
| +10% | +$67.8K | ﹤0.01% | 1547 |
|
|
2019
Q2 | $731K | Sell |
7,072
-799
| -10% | -$82.6K | ﹤0.01% | 1575 |
|
|
2019
Q1 | $662K | Sell |
7,871
-23
| -0.3% | -$1.93K | ﹤0.01% | 1584 |
|
|
2018
Q4 | $497K | Hold |
7,894
| – | – | ﹤0.01% | 1679 |
|
|
2018
Q3 | $596K | Sell |
7,894
-5
| -0.1% | -$378 | ﹤0.01% | 1678 |
|
|
2018
Q2 | $481K | Buy |
7,899
+19
| +0.2% | +$1.16K | ﹤0.01% | 1759 |
|
|
2018
Q1 | $447K | Buy |
7,880
+769
| +11% | +$43.6K | ﹤0.01% | 1743 |
|
|
2017
Q4 | $360K | Buy |
7,111
+183
| +3% | +$9.27K | ﹤0.01% | 1855 |
|
|
2017
Q3 | $338K | Buy |
6,928
+158
| +2% | +$7.71K | ﹤0.01% | 1856 |
|
|
2017
Q2 | $269K | Buy |
6,770
+368
| +6% | +$14.6K | ﹤0.01% | 1946 |
|
|
2017
Q1 | $246K | Hold |
6,402
| – | – | ﹤0.01% | 1926 |
|
|
2016
Q4 | $223K | Buy |
+6,402
| New | +$223K | ﹤0.01% | 1948 |
|