Endurance Wealth Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $219K | Hold |
1,236
| – | – | 0.03% | 189 |
|
|
2023
Q1 | $211K | Hold |
1,236
| – | – | 0.03% | 189 |
|
|
2022
Q4 | $190K | Hold |
1,236
| – | – | 0.03% | 191 |
|
|
2022
Q3 | $178K | Hold |
1,236
| – | – | 0.03% | 194 |
|
|
2022
Q2 | $162K | Hold |
1,236
| – | – | 0.02% | 211 |
|
|
2022
Q1 | $190K | Hold |
1,236
| – | – | 0.02% | 208 |
|
|
2021
Q4 | $178K | Hold |
1,236
| – | – | 0.02% | 224 |
|
|
2021
Q3 | $163K | Hold |
1,236
| – | – | 0.02% | 230 |
|
|
2021
Q2 | $172K | Hold |
1,236
| – | – | 0.02% | 230 |
|
|
2021
Q1 | $155K | Buy |
+1,236
| New | +$155K | 0.02% | 239 |
|