Global Wealth Management Investment Advisory’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,615
| Closed | -$560K | – | 513 |
|
|
2020
Q2 | $560K | Hold |
5,615
| – | – | 0.24% | 82 |
|
|
2020
Q1 | $419K | Hold |
5,615
| – | – | 0.21% | 80 |
|
|
2019
Q4 | $641K | Hold |
5,615
| – | – | 0.27% | 79 |
|
|
2019
Q3 | $701K | Hold |
5,615
| – | – | 0.32% | 74 |
|
|
2019
Q2 | $751K | Buy |
5,615
+732
| +15% | +$97.9K | 0.36% | 73 |
|
|
2019
Q1 | $463K | Hold |
4,883
| – | – | 0.24% | 83 |
|
|
2018
Q4 | $378K | Buy |
+4,883
| New | +$378K | 0.22% | 95 |
|