Financial Gravity Asset Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20
| Closed | -$3.68K | – | 1921 |
|
|
2024
Q1 | $3.68K | Buy |
+20
| New | +$3.68K | ﹤0.01% | 941 |
|
|
2023
Q3 | – | Sell |
-177
| Closed | -$130 | – | 1471 |
|
|
2023
Q2 | $130 | Buy |
+177
| New | +$130 | ﹤0.01% | 1262 |
|
|
2023
Q1 | – | Sell |
-154
| Closed | -$77 | – | 1364 |
|
|
2022
Q4 | $77 | Buy |
+154
| New | +$77 | ﹤0.01% | 1160 |
|