Baystate Wealth Management’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.22K | Buy |
18
+10
| +125% | +$1.69K | ﹤0.01% | 975 |
|
|
2023
Q3 | $1.3K | Hold |
8
| – | – | ﹤0.01% | 862 |
|
|
2023
Q2 | $1.42K | Hold |
8
| – | – | ﹤0.01% | 900 |
|
|
2023
Q1 | $1.37K | Hold |
8
| – | – | ﹤0.01% | 895 |
|
|
2022
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 859 |
|
|
2022
Q3 | $1K | Sell |
8
-328
| -98% | -$49.2K | ﹤0.01% | 810 |
|
|
2022
Q2 | $44K | Hold |
336
| – | – | ﹤0.01% | 331 |
|
|
2022
Q1 | $52K | Hold |
336
| – | – | ﹤0.01% | 313 |
|
|
2021
Q4 | $49K | Hold |
336
| – | – | ﹤0.01% | 328 |
|
|
2021
Q3 | $44K | Hold |
336
| – | – | ﹤0.01% | 311 |
|
|
2021
Q2 | $47K | Hold |
336
| – | – | ﹤0.01% | 289 |
|
|
2021
Q1 | $42K | Buy |
336
+8
| +2% | +$1.03K | ﹤0.01% | 282 |
|
|
2020
Q4 | $44K | Sell |
328
-1
| -0.3% | -$122 | 0.01% | 261 |
|
|
2020
Q3 | $34K | Buy |
329
+1
| +0.3% | +$103 | ﹤0.01% | 261 |
|
|
2020
Q2 | $33K | Hold |
328
| – | – | ﹤0.01% | 258 |
|
|
2020
Q1 | $25K | Hold |
328
| – | – | ﹤0.01% | 260 |
|
|
2019
Q4 | $37K | Hold |
328
| – | – | ﹤0.01% | 258 |
|
|
2019
Q3 | $41K | Hold |
328
| – | – | 0.01% | 224 |
|
|
2019
Q2 | $44K | Hold |
328
| – | – | 0.01% | 230 |
|
|
2019
Q1 | $34K | Hold |
328
| – | – | ﹤0.01% | 254 |
|
|
2018
Q4 | $26K | Buy |
328
+1
| +0.3% | +$83 | ﹤0.01% | 279 |
|
|
2018
Q3 | $27K | Sell |
327
-1
| -0.3% | -$82 | ﹤0.01% | 271 |
|
|
2018
Q2 | $24K | Buy |
328
+65
| +25% | +$4.72K | ﹤0.01% | 266 |
|
|
2018
Q1 | $19K | Sell |
263
-694
| -73% | -$45.4K | ﹤0.01% | 289 |
|
|
2017
Q4 | $38K | Buy |
+957
| New | +$44.6K | 0.01% | 226 |
|
Other funds holding HEI
RP
