Crewe Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6
| Closed | -$1.6K | – | 789 |
|
|
2025
Q1 | $1.6K | Buy |
+6
| New | +$1.6K | ﹤0.01% | 555 |
|
|
2024
Q2 | – | Sell |
-4
| Closed | -$764 | – | 979 |
|
|
2024
Q1 | $764 | Buy |
+4
| New | +$764 | ﹤0.01% | 897 |
|
|
2023
Q1 | – | Sell |
-40
| Closed | -$6.15K | – | 919 |
|
|
2022
Q4 | $6.15K | Buy |
40
+3
| +8% | +$461 | ﹤0.01% | 639 |
|
|
2022
Q3 | $5K | Hold |
37
| – | – | ﹤0.01% | 849 |
|
|
2022
Q2 | $5K | Buy |
+37
| New | +$5K | ﹤0.01% | 756 |
|