Disciplined Investments’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4
| Closed | -$708 | – | 717 |
|
|
2023
Q2 | $708 | Hold |
4
| – | – | ﹤0.01% | 1096 |
|
|
2023
Q1 | $684 | Hold |
4
| – | – | ﹤0.01% | 1127 |
|
|
2022
Q4 | $615 | Sell |
4
-2
| -33% | -$308 | ﹤0.01% | 1113 |
|
|
2022
Q3 | $1K | Buy |
6
+2
| +50% | +$333 | ﹤0.01% | 933 |
|
|
2022
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 952 |
|
|
2022
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1005 |
|