CSat Investment Advisory’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-207
| Closed | -$22K | – | 713 |
|
|
2020
Q3 | $22K | Buy |
207
+27
| +15% | +$2.87K | ﹤0.01% | 834 |
|
|
2020
Q2 | $18K | Buy |
180
+8
| +5% | +$800 | ﹤0.01% | 863 |
|
|
2020
Q1 | $13K | Buy |
172
+26
| +18% | +$1.97K | ﹤0.01% | 823 |
|
|
2019
Q4 | $17K | Buy |
146
+18
| +14% | +$2.1K | ﹤0.01% | 836 |
|
|
2019
Q3 | $16K | Buy |
128
+18
| +16% | +$2.25K | 0.01% | 774 |
|
|
2019
Q2 | $15K | Buy |
+110
| New | +$15K | 0.01% | 753 |
|