CFM Wealth Partners’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 |
-2,048
| Closed | -$314K | – | 171 |
|
|
2022
Q1 | $314K | Hold |
2,048
| – | – | 0.08% | 148 |
|
|
2021
Q4 | $293K | Hold |
2,048
| – | – | 0.07% | 149 |
|
|
2021
Q3 | $270K | Hold |
2,048
| – | – | 0.07% | 153 |
|
|
2021
Q2 | $286K | Hold |
2,048
| – | – | 0.08% | 137 |
|
|
2021
Q1 | $258K | Sell |
2,048
-161
| -7% | -$20.3K | 0.08% | 140 |
|
|
2020
Q4 | $292K | Sell |
2,209
-45
| -2% | -$5.95K | 0.09% | 118 |
|
|
2020
Q3 | $235K | Hold |
2,254
| – | – | 0.09% | 130 |
|
|
2020
Q2 | $224K | Sell |
2,254
-152
| -6% | -$15.1K | 0.09% | 136 |
|
|
2020
Q1 | $180K | Buy |
2,406
+229
| +11% | +$17.1K | 0.08% | 137 |
|
|
2019
Q4 | $264K | Buy |
+2,177
| New | +$264K | 0.1% | 128 |
|