Ethic Inc’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Sell |
897
-159
| -15% | -$51.8K | 0.01% | 989 |
|
|
2025
Q1 | $285K | Buy |
+1,056
| New | +$285K | 0.01% | 954 |
|
|
2024
Q1 | – | Sell |
-2,335
| Closed | -$418K | – | 1107 |
|
|
2023
Q4 | $418K | Sell |
2,335
-71
| -3% | -$12.7K | 0.01% | 793 |
|
|
2023
Q3 | $390K | Buy |
+2,406
| New | +$390K | 0.01% | 750 |
|