Cavalier Investments’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,625
| Closed | -$793K | – | 95 |
|
|
2020
Q1 | $793K | Hold |
10,625
| – | – | 0.47% | 51 |
|
|
2019
Q4 | $1.21M | Hold |
10,625
| – | – | 0.53% | 52 |
|
|
2019
Q3 | $1.33M | Hold |
10,625
| – | – | 0.57% | 52 |
|
|
2019
Q2 | $1.42M | Hold |
10,625
| – | – | 0.59% | 46 |
|
|
2019
Q1 | $1.01M | Hold |
10,625
| – | – | 0.41% | 64 |
|
|
2018
Q4 | $823K | Hold |
10,625
| – | – | 0.27% | 78 |
|
|
2018
Q3 | $984K | Hold |
10,625
| – | – | 0.29% | 77 |
|
|
2018
Q2 | $774K | Buy |
+10,625
| New | +$774K | 0.26% | 85 |
|