Ellevest Inc’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19
| Closed | -$3.25K | – | 901 |
|
|
2023
Q1 | $3.25K | Buy |
19
+10
| +111% | +$1.71K | ﹤0.01% | 1331 |
|
|
2022
Q4 | $1.38K | Sell |
9
-24
| -73% | -$3.69K | ﹤0.01% | 1450 |
|
|
2022
Q3 | $5K | Sell |
33
-15
| -31% | -$2.27K | ﹤0.01% | 1177 |
|
|
2022
Q2 | $6K | Sell |
48
-2
| -4% | -$250 | ﹤0.01% | 973 |
|
|
2022
Q1 | $8K | Buy |
50
+17
| +52% | +$2.72K | ﹤0.01% | 930 |
|
|
2021
Q4 | $5K | Hold |
33
| – | – | ﹤0.01% | 998 |
|
|
2021
Q3 | $4K | Hold |
33
| – | – | ﹤0.01% | 1007 |
|
|
2021
Q2 | $5K | Hold |
33
| – | – | ﹤0.01% | 895 |
|
|
2021
Q1 | $4K | Hold |
33
| – | – | ﹤0.01% | 940 |
|
|
2020
Q4 | $4K | Sell |
33
-25
| -43% | -$3.03K | ﹤0.01% | 863 |
|
|
2020
Q3 | $6K | Buy |
+58
| New | +$6K | ﹤0.01% | 735 |
|