Capital Asset Advisory Services’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,546
| Closed | -$237K | – | 582 |
|
|
2022
Q1 | $237K | Sell |
1,546
-393
| -20% | -$60.2K | 0.03% | 361 |
|
|
2021
Q4 | $280K | Buy |
1,939
+13
| +0.7% | +$1.88K | 0.03% | 333 |
|
|
2021
Q3 | $254K | Buy |
1,926
+22
| +1% | +$2.9K | 0.03% | 377 |
|
|
2021
Q2 | $266K | Buy |
+1,904
| New | +$266K | 0.03% | 380 |
|
|
2021
Q1 | – | Sell |
-160
| Closed | -$21K | – | 1012 |
|
|
2020
Q4 | $21K | Buy |
+160
| New | +$21K | ﹤0.01% | 856 |
|