Balentine LLC’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-379
| Closed | -$72.4K | – | 343 |
|
|
2024
Q1 | $72.4K | Sell |
379
-15
| -4% | -$2.87K | ﹤0.01% | 515 |
|
|
2023
Q4 | $70.5K | Buy |
+394
| New | +$70.5K | ﹤0.01% | 517 |
|
|
2018
Q1 | – | Sell |
-90
| Closed | -$4K | – | 250 |
|
|
2017
Q4 | $4K | Hold |
90
| – | – | ﹤0.01% | 538 |
|
|
2017
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 535 |
|
|
2017
Q2 | $3K | Hold |
90
| – | – | ﹤0.01% | 540 |
|
|
2017
Q1 | $3K | Buy |
+90
| New | +$3K | ﹤0.01% | 510 |
|