Financial Architects (New Jersey)’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-52
| Closed | -$5K | – | 465 |
|
|
2020
Q2 | $5K | Hold |
52
| – | – | ﹤0.01% | 717 |
|
|
2020
Q1 | $4K | Sell |
52
-26
| -33% | -$2K | ﹤0.01% | 725 |
|
|
2019
Q4 | $9K | Hold |
78
| – | – | ﹤0.01% | 688 |
|
|
2019
Q3 | $10K | Buy |
78
+52
| +200% | +$6.67K | ﹤0.01% | 713 |
|
|
2019
Q2 | $3K | Sell |
26
-1,569
| -98% | -$181K | ﹤0.01% | 939 |
|
|
2019
Q1 | $151K | Sell |
1,595
-76
| -5% | -$7.2K | 0.03% | 341 |
|
|
2018
Q4 | $129K | Sell |
1,671
-16
| -0.9% | -$1.24K | 0.02% | 326 |
|
|
2018
Q3 | $156K | Hold |
1,687
| – | – | 0.03% | 323 |
|
|
2018
Q2 | $123K | Buy |
+1,687
| New | +$123K | 0.02% | 373 |
|