Columbia Partners Investment Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.25M | Buy |
+16,120
| New | +$1.25M | 0.49% | 67 |
|
|
2017
Q1 | – | Sell |
-140,386
| Closed | -$4.44M | – | 276 |
|
|
2016
Q4 | $4.44M | Sell |
140,386
-37,995
| -21% | -$1.2M | 0.39% | 93 |
|
|
2016
Q3 | $5.06M | Sell |
178,381
-11,387
| -6% | -$323K | 0.4% | 92 |
|
|
2016
Q2 | $5.19M | Buy |
189,768
+16,125
| +9% | +$441K | 0.39% | 93 |
|
|
2016
Q1 | $4.28M | Buy |
+173,643
| New | +$4.28M | 0.3% | 120 |
|
|
2015
Q2 | – | Sell |
-476,699
| Closed | -$11.9M | – | 341 |
|
|
2015
Q1 | $11.9M | Buy |
+476,699
| New | +$11.9M | 0.63% | 48 |
|