Atlas Private Wealth Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10
| Closed | -$1K | – | 220 |
|
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 377 |
|
|
2020
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 356 |
|
|
2020
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 379 |
|
|
2020
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 434 |
|
|
2020
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 429 |
|
|
2019
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 448 |
|