FORA Capital’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 |
-5,519
| Closed | -$1.05M | – | 436 |
|
|
2024
Q1 | $1.05M | Sell |
5,519
-838
| -13% | -$160K | 0.09% | 236 |
|
|
2023
Q4 | $1.14M | Sell |
6,357
-1,075
| -14% | -$192K | 0.1% | 231 |
|
|
2023
Q3 | $1.2M | Buy |
+7,432
| New | +$1.2M | 0.11% | 221 |
|
|
2022
Q4 | – | Sell |
-3,846
| Closed | -$554K | – | 553 |
|
|
2022
Q3 | $554K | Buy |
+3,846
| New | +$554K | 0.11% | 238 |
|
|
2022
Q2 | – | Sell |
-4,255
| Closed | -$659K | – | 533 |
|
|
2022
Q1 | $659K | Buy |
+4,255
| New | +$659K | 0.12% | 232 |
|
|
2021
Q3 | – | Sell |
-3,207
| Closed | -$447K | – | 569 |
|
|
2021
Q2 | $447K | Buy |
+3,207
| New | +$447K | 0.08% | 284 |
|
|
2021
Q1 | – | Sell |
-2,587
| Closed | -$343K | – | 903 |
|
|
2020
Q4 | $343K | Buy |
2,587
+1,872
| +262% | +$248K | 0.05% | 376 |
|
|
2020
Q3 | $75K | Sell |
715
-2,200
| -75% | -$231K | 0.05% | 362 |
|
|
2020
Q2 | $290K | Sell |
2,915
-42
| -1% | -$4.18K | 0.1% | 264 |
|
|
2020
Q1 | $221K | Sell |
2,957
-8,748
| -75% | -$654K | 0.05% | 428 |
|
|
2019
Q4 | $1.34M | Buy |
+11,705
| New | +$1.34M | 0.13% | 201 |
|