CAN
Claraphi Advisory Network’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-44
| Closed | -$3K | – | 670 |
|
|
2020
Q1 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 964 |
|
|
2019
Q4 | – | Sell |
-1,937
| Closed | -$242K | – | 279 |
|
|
2019
Q3 | $242K | Sell |
1,937
-1,018
| -34% | -$127K | 0.15% | 159 |
|
|
2019
Q2 | $395K | Sell |
2,955
-15
| -0.5% | -$2.01K | 0.23% | 111 |
|
|
2019
Q1 | $282K | Sell |
2,970
-76
| -2% | -$7.22K | 0.18% | 150 |
|
|
2018
Q4 | $236K | Sell |
3,046
-52
| -2% | -$4.03K | 0.18% | 152 |
|
|
2018
Q3 | $287K | Buy |
+3,098
| New | +$287K | 0.16% | 179 |
|