Berman Capital Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $50K | Hold |
381
| – | – | 0.01% | 669 |
|
|
2021
Q2 | $53K | Hold |
381
| – | – | 0.01% | 546 |
|
|
2021
Q1 | $47K | Hold |
381
| – | – | 0.01% | 501 |
|
|
2020
Q4 | $50K | Hold |
381
| – | – | 0.01% | 409 |
|
|
2020
Q3 | $39K | Buy |
381
+11
| +3% | +$1.13K | 0.01% | 411 |
|
|
2020
Q2 | $36K | Sell |
370
-58
| -14% | -$5.64K | 0.01% | 399 |
|
|
2020
Q1 | $31K | Hold |
428
| – | – | 0.01% | 384 |
|
|
2019
Q4 | $48K | Hold |
428
| – | – | 0.01% | 329 |
|
|
2019
Q3 | $53K | Hold |
428
| – | – | 0.02% | 291 |
|
|
2019
Q2 | $57K | Buy |
428
+92
| +27% | +$12.3K | 0.02% | 284 |
|
|
2019
Q1 | $31K | Hold |
336
| – | – | 0.01% | 357 |
|
|
2018
Q4 | $26K | Buy |
+336
| New | +$26K | 0.01% | 336 |
|