BerganKDV Wealth Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-28
| Closed | -$4K | – | 1038 |
|
|
2021
Q4 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 813 |
|
|
2020
Q2 | – | Sell |
-241
| Closed | -$18K | – | 1009 |
|
|
2020
Q1 | $18K | Hold |
241
| – | – | ﹤0.01% | 432 |
|
|
2019
Q4 | $28K | Hold |
241
| – | – | 0.01% | 404 |
|
|
2019
Q3 | $30K | Hold |
241
| – | – | 0.01% | 386 |
|
|
2019
Q2 | $32K | Hold |
241
| – | – | 0.01% | 370 |
|
|
2019
Q1 | $23K | Sell |
241
-96
| -28% | -$9.16K | ﹤0.01% | 418 |
|
|
2018
Q4 | $26K | Hold |
337
| – | – | 0.01% | 367 |
|
|
2018
Q3 | $31K | Hold |
337
| – | – | 0.01% | 369 |
|
|
2018
Q2 | $25K | Buy |
+337
| New | +$25K | 0.01% | 399 |
|