Doyle Wealth Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.16M | Hold |
8,041
| – | – | 0.1% | 94 |
|
|
2022
Q2 | $1.05M | Hold |
8,041
| – | – | 0.09% | 103 |
|
|
2022
Q1 | $1.24M | Hold |
8,041
| – | – | 0.09% | 106 |
|
|
2021
Q4 | $1.16M | Hold |
8,041
| – | – | 0.08% | 105 |
|
|
2021
Q3 | $1.06M | Hold |
8,041
| – | – | 0.08% | 104 |
|
|
2021
Q2 | $1.12M | Hold |
8,041
| – | – | 0.09% | 103 |
|
|
2021
Q1 | $1.01M | Hold |
8,041
| – | – | 0.1% | 104 |
|
|
2020
Q4 | $1.07M | Hold |
8,041
| – | – | 0.11% | 97 |
|
|
2020
Q3 | $842K | Hold |
8,041
| – | – | 0.1% | 100 |
|
|
2020
Q2 | $801K | Hold |
8,041
| – | – | 0.11% | 95 |
|
|
2020
Q1 | $600K | Hold |
8,041
| – | – | 0.1% | 92 |
|
|
2019
Q4 | $918K | Sell |
8,041
-1,000
| -11% | -$114K | 0.11% | 86 |
|
|
2019
Q3 | $1.13M | Buy |
9,041
+7,763
| +607% | +$969K | 0.16% | 77 |
|
|
2019
Q2 | $171K | Buy |
+1,278
| New | +$171K | 0.02% | 208 |
|
|
2019
Q1 | – | Sell |
-1,778
| Closed | -$138K | – | 400 |
|
|
2018
Q4 | $138K | Buy |
+1,778
| New | +$138K | 0.02% | 215 |
|