Brand Asset Management Group’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-77
| Closed | -$10K | – | 145 |
|
|
2021
Q1 | $10K | Hold |
77
| – | – | 0.01% | 229 |
|
|
2020
Q4 | $10K | Hold |
77
| – | – | 0.01% | 200 |
|
|
2020
Q3 | $8K | Hold |
77
| – | – | 0.01% | 208 |
|
|
2020
Q2 | $8K | Hold |
77
| – | – | 0.01% | 209 |
|
|
2020
Q1 | $6K | Hold |
77
| – | – | ﹤0.01% | 222 |
|
|
2019
Q4 | $9K | Hold |
77
| – | – | 0.01% | 238 |
|
|
2019
Q3 | $10K | Hold |
77
| – | – | 0.01% | 228 |
|
|
2019
Q2 | $10K | Hold |
77
| – | – | 0.01% | 236 |
|
|
2019
Q1 | $7K | Buy |
+77
| New | +$7K | ﹤0.01% | 242 |
|