Executive Wealth Management’s HEICO HEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-519
Closed -$69K 406
2019
Q2
$69K Hold
519
0.01% 250
2019
Q1
$49K Sell
519
-37
-7% -$3.49K 0.01% 270
2018
Q4
$43K Buy
+556
New +$43K 0.01% 303