C.M. Bidwell & Associates’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,225
| Closed | -$368K | – | 399 |
|
|
2019
Q4 | $368K | Sell |
3,225
-1,375
| -30% | -$157K | 0.33% | 78 |
|
|
2019
Q3 | $574K | Sell |
4,600
-115
| -2% | -$14.4K | 0.57% | 45 |
|
|
2019
Q2 | $631K | Buy |
4,715
+2,250
| +91% | +$301K | 0.63% | 39 |
|
|
2019
Q1 | $234K | Sell |
2,465
-160
| -6% | -$15.2K | 0.23% | 114 |
|
|
2018
Q4 | $203K | Buy |
+2,625
| New | +$203K | 0.22% | 122 |
|
|
2017
Q4 | – | Sell |
-840
| Closed | -$39K | – | 417 |
|
|
2017
Q3 | $39K | Buy |
+840
| New | +$39K | 0.06% | 181 |
|
|
2017
Q2 | – | Sell |
-598
| Closed | -$21K | – | 349 |
|
|
2017
Q1 | $21K | Buy |
+598
| New | +$21K | ﹤0.01% | 204 |
|