Arkadios Wealth Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-172
| Closed | -$22K | – | 1075 |
|
|
2021
Q3 | $22K | Buy |
172
+1
| +0.6% | +$128 | ﹤0.01% | 1173 |
|
|
2021
Q2 | $23K | Hold |
171
| – | – | ﹤0.01% | 1222 |
|
|
2021
Q1 | $21K | Hold |
171
| – | – | ﹤0.01% | 952 |
|
|
2020
Q4 | $22K | Hold |
171
| – | – | ﹤0.01% | 730 |
|
|
2020
Q3 | $19.4K | Hold |
171
| – | – | 0.01% | 611 |
|
|
2020
Q2 | $16.2K | Sell |
171
-1
| -0.6% | -$95 | 0.01% | 585 |
|
|
2020
Q1 | $12.8K | Hold |
172
| – | – | 0.01% | 584 |
|
|
2019
Q4 | $22K | Buy |
+172
| New | +$22K | 0.01% | 440 |
|