Cetera Advisor Networks’s HEICO HEI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $4.04M | Sell |
21,171
-1,790
| -8% | -$342K | 0.02% | 714 |
|
2023
Q4 | $4.11M | Sell |
22,961
-2,858
| -11% | -$511K | 0.02% | 664 |
|
2023
Q3 | $4.18M | Sell |
25,819
-3,437
| -12% | -$557K | 0.03% | 589 |
|
2023
Q2 | $5.18M | Sell |
29,256
-1,812
| -6% | -$321K | 0.04% | 472 |
|
2023
Q1 | $5.31M | Buy |
31,068
+576
| +2% | +$98.5K | 0.04% | 450 |
|
2022
Q4 | $4.68M | Buy |
+30,492
| New | +$4.68M | 0.04% | 472 |
|
2020
Q3 | – | Sell |
-876
| Closed | -$87K | – | 1983 |
|
2020
Q2 | $87K | Buy |
+876
| New | +$87K | ﹤0.01% | 1593 |
|