Glassman Wealth Services’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17
| Closed | -$3.04K | – | 892 |
|
|
2023
Q4 | $3.04K | Hold |
17
| – | – | ﹤0.01% | 1220 |
|
|
2023
Q3 | $2.75K | Sell |
17
-2
| -11% | -$324 | ﹤0.01% | 1233 |
|
|
2023
Q2 | $3.36K | Hold |
19
| – | – | ﹤0.01% | 1103 |
|
|
2023
Q1 | $3.25K | Buy |
19
+3
| +19% | +$513 | ﹤0.01% | 1115 |
|
|
2022
Q4 | $2.46K | Buy |
16
+5
| +45% | +$768 | ﹤0.01% | 1208 |
|
|
2022
Q3 | $2K | Sell |
11
-5
| -31% | -$909 | ﹤0.01% | 1224 |
|
|
2022
Q2 | $2K | Buy |
16
+2
| +14% | +$250 | ﹤0.01% | 1242 |
|
|
2022
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 1232 |
|
|
2021
Q4 | $2K | Buy |
14
+7
| +100% | +$1K | ﹤0.01% | 1202 |
|
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1365 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 1302 |
|
|
2021
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 1260 |
|
|
2020
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 1218 |
|
|
2020
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 1164 |
|
|
2020
Q2 | $1K | Sell |
7
-5
| -42% | -$714 | ﹤0.01% | 1031 |
|
|
2020
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 892 |
|
|
2019
Q4 | – | Sell |
-9
| Closed | -$1K | – | 1301 |
|
|
2019
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 844 |
|
|
2019
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 852 |
|