Ergoteles’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,669
| Closed | -$717K | – | 1792 |
|
|
2022
Q1 | $717K | Buy |
4,669
+2,342
| +101% | +$360K | 0.03% | 539 |
|
|
2021
Q4 | $336K | Buy |
+2,327
| New | +$336K | 0.01% | 809 |
|
|
2021
Q3 | – | Sell |
-7,892
| Closed | -$1.1M | – | 1402 |
|
|
2021
Q2 | $1.1M | Buy |
7,892
+592
| +8% | +$82.5K | 0.03% | 475 |
|
|
2021
Q1 | $918K | Buy |
+7,300
| New | +$918K | 0.03% | 390 |
|
|
2020
Q4 | – | Sell |
-5,348
| Closed | -$560K | – | 771 |
|
|
2020
Q3 | $560K | Buy |
+5,348
| New | +$560K | 0.07% | 212 |
|