Chicago Equity Partners’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $495K | Buy |
6,641
+360
| +6% | +$26.8K | 0.05% | 427 |
|
|
2019
Q4 | $717K | Sell |
6,281
-430
| -6% | -$49.1K | 0.04% | 553 |
|
|
2019
Q3 | $838K | Buy |
6,711
+2,735
| +69% | +$342K | 0.04% | 547 |
|
|
2019
Q2 | $532K | Buy |
+3,976
| New | +$532K | 0.02% | 691 |
|
|
2017
Q3 | – | Sell |
-12,182
| Closed | -$448K | – | 779 |
|
|
2017
Q2 | $448K | Sell |
12,182
-1
| -0% | -$37 | 0.01% | 642 |
|
|
2017
Q1 | $435K | Hold |
12,183
| – | – | 0.01% | 612 |
|
|
2016
Q4 | $385K | Buy |
12,183
+2,466
| +25% | +$77.9K | 0.01% | 634 |
|
|
2016
Q3 | $275K | Buy |
+9,717
| New | +$275K | 0.01% | 655 |
|