Bogart Wealth LLC’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8K | Sell |
45
-2
| -4% | -$656 | ﹤0.01% | 699 |
|
|
2025
Q1 | $12.6K | Buy |
47
+2
| +4% | +$534 | ﹤0.01% | 690 |
|
|
2024
Q4 | $10.7K | Hold |
45
| – | – | ﹤0.01% | 717 |
|
|
2024
Q3 | $11.8K | Hold |
45
| – | – | ﹤0.01% | 661 |
|
|
2024
Q2 | $10.1K | Hold |
45
| – | – | ﹤0.01% | 673 |
|
|
2024
Q1 | $8.6K | Hold |
45
| – | – | ﹤0.01% | 673 |
|
|
2023
Q4 | $8.05K | Hold |
45
| – | – | ﹤0.01% | 665 |
|
|
2023
Q3 | $7.29K | Hold |
45
| – | – | ﹤0.01% | 656 |
|
|
2023
Q2 | $7.96K | Hold |
45
| – | – | ﹤0.01% | 626 |
|
|
2023
Q1 | $7.7K | Buy |
+45
| New | +$7.7K | ﹤0.01% | 640 |
|