Caldwell Trust’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-125
|
|
||||
|
2022
Q2 | $16.4K | Hold |
125
|
|
||||
|
2022
Q1 | $19.2K | Hold |
125
|
|
||||
|
2021
Q4 | $18K | Hold |
125
|
|
||||
|
2021
Q3 | $16.5K | Hold |
125
|
|
||||
|
2021
Q2 | $17.4K | Hold |
125
|
|
||||
|
2021
Q1 | $15.7K | Hold |
125
|
|
||||
|
2020
Q4 | $16.6K | Hold |
125
|
|
||||
|
2020
Q3 | $13.1K | Sell |
125
-58
|
|
||||
|
2020
Q2 | $18.2K | Hold |
183
|
|
||||
|
2020
Q1 | $13.7K | Buy |
183
+125
|
|
||||
|
2019
Q4 | $6.62K | Buy |
+58
|
|