Fulcrum Equity Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,670
| Closed | -$419K | – | 66 |
|
|
2019
Q4 | $419K | Buy |
3,670
+193
| +6% | +$22K | 0.22% | 73 |
|
|
2019
Q3 | $434K | Sell |
3,477
-732
| -17% | -$91.4K | 0.22% | 54 |
|
|
2019
Q2 | $599K | Sell |
4,209
-2,438
| -37% | -$347K | 0.29% | 35 |
|
|
2019
Q1 | $631K | Sell |
6,647
-8,858
| -57% | -$841K | 0.22% | 29 |
|
|
2018
Q4 | $1.2M | Buy |
+15,505
| New | +$1.2M | 0.44% | 4 |
|