Global Retirement Partners’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9K | Buy |
+88
| New | +$28.9K | ﹤0.01% | 2077 |
|
|
2024
Q4 | $14.7K | Hold |
62
| – | – | ﹤0.01% | 2239 |
|
|
2024
Q3 | $16.2K | Hold |
62
| – | – | ﹤0.01% | 2091 |
|
|
2024
Q2 | $13.9K | Hold |
62
| – | – | ﹤0.01% | 2166 |
|
|
2024
Q1 | $11.8K | Hold |
62
| – | – | ﹤0.01% | 2051 |
|
|
2023
Q4 | $10.6K | Buy |
62
+59
| +1,967% | +$10.1K | ﹤0.01% | 2052 |
|
|
2023
Q3 | $482 | Buy |
3
+1
| +50% | +$161 | ﹤0.01% | 2970 |
|
|
2023
Q2 | $354 | Hold |
2
| – | – | ﹤0.01% | 3019 |
|
|
2023
Q1 | $341 | Hold |
2
| – | – | ﹤0.01% | 3006 |
|
|
2022
Q4 | $307 | Buy |
+2
| New | +$307 | ﹤0.01% | 2866 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$13K | – | 893 |
|
|
2021
Q3 | $13K | Hold |
100
| – | – | ﹤0.01% | 1337 |
|
|
2021
Q2 | $14K | Hold |
100
| – | – | ﹤0.01% | 1294 |
|
|
2021
Q1 | $13K | Hold |
100
| – | – | ﹤0.01% | 1219 |
|
|
2020
Q4 | $13K | Hold |
100
| – | – | ﹤0.01% | 1182 |
|
|
2020
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 1135 |
|
|
2020
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 1106 |
|
|
2020
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 1131 |
|
|
2019
Q4 | $11K | Hold |
100
| – | – | ﹤0.01% | 1129 |
|
|
2019
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 1073 |
|
|
2019
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 1039 |
|
|
2019
Q1 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 1078 |
|
|
2018
Q3 | – | Sell |
-51
| Closed | -$4K | – | 1549 |
|
|
2018
Q2 | $4K | Hold |
51
| – | – | ﹤0.01% | 1242 |
|
|
2018
Q1 | $4K | Sell |
51
-13
| -20% | -$1.02K | ﹤0.01% | 1200 |
|
|
2017
Q4 | $3K | Sell |
64
-327
| -84% | -$15.3K | ﹤0.01% | 1224 |
|
|
2017
Q3 | $18K | Buy |
+391
| New | +$18K | 0.01% | 678 |
|