Creative Financial Designs’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.25K | Sell |
19
-5
| -21% | -$1.64K | ﹤0.01% | 1465 |
|
|
2025
Q1 | $6.43K | Sell |
24
-5
| -17% | -$1.34K | ﹤0.01% | 1414 |
|
|
2024
Q4 | $6.9K | Hold |
29
| – | – | ﹤0.01% | 1348 |
|
|
2024
Q3 | $7.59K | Hold |
29
| – | – | ﹤0.01% | 1277 |
|
|
2024
Q2 | $6.49K | Hold |
29
| – | – | ﹤0.01% | 1269 |
|
|
2024
Q1 | $5.54K | Hold |
29
| – | – | ﹤0.01% | 1281 |
|
|
2023
Q4 | $5.19K | Hold |
29
| – | – | ﹤0.01% | 1251 |
|
|
2023
Q3 | $4.7K | Buy |
+29
| New | +$4.7K | ﹤0.01% | 1201 |
|