Arete Wealth Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,939
| Closed | -$678K | – | 373 |
|
|
2019
Q4 | $678K | Sell |
5,939
-79
| -1% | -$9.02K | 0.12% | 195 |
|
|
2019
Q3 | $752K | Sell |
6,018
-2,580
| -30% | -$322K | 0.14% | 172 |
|
|
2019
Q2 | $1.15M | Sell |
8,598
-3,966
| -32% | -$530K | 0.22% | 112 |
|
|
2019
Q1 | $1.19M | Sell |
12,564
-1,148
| -8% | -$109K | 0.25% | 103 |
|
|
2018
Q4 | $1.06M | Sell |
13,712
-1,076
| -7% | -$83.3K | 0.26% | 96 |
|
|
2018
Q3 | $1.37M | Sell |
14,788
-37
| -0.2% | -$3.43K | 0.3% | 74 |
|
|
2018
Q2 | $1.08M | Sell |
14,825
-4
| -0% | -$292 | 0.26% | 97 |
|
|
2018
Q1 | $1.03M | Sell |
14,829
-3,702
| -20% | -$257K | 0.34% | 70 |
|
|
2017
Q4 | $895K | Buy |
+18,531
| New | +$895K | 0.29% | 96 |
|