B. Riley 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
Q2 | – | Sell |
-2,751
| Closed | -$346K | – | 1405 |
|
|
2021
Q1 | $346K | Buy |
+2,751
| New | +$346K | 0.01% | 919 |
|
|
2019
Q4 | – | Sell |
-3,318
| Closed | -$415K | – | 871 |
|
|
2019
Q3 | $415K | Sell |
3,318
-79
| -2% | -$9.88K | 0.04% | 464 |
|
|
2019
Q2 | $455K | Sell |
3,397
-96
| -3% | -$12.9K | 0.05% | 412 |
|
|
2019
Q1 | $332K | Sell |
3,493
-1,918
| -35% | -$182K | 0.04% | 457 |
|
|
2018
Q4 | $420K | Buy |
5,411
+381
| +8% | +$29.6K | 0.06% | 349 |
|
|
2018
Q3 | $466K | Sell |
5,030
-503
| -9% | -$46.6K | 0.06% | 366 |
|
|
2018
Q2 | $404K | Buy |
+5,533
| New | +$404K | 0.05% | 386 |
|
|
2015
Q1 | – | Sell |
-437
| Closed | -$11 | – | 1167 |
|
|
2014
Q4 | $11 | Buy |
+437
| New | +$11 | ﹤0.01% | 2809 |
|