Greenleaf Trust’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,366
| Closed | -$221K | – | 772 |
|
|
2023
Q3 | $221K | Buy |
1,366
+7
| +0.5% | +$1.13K | ﹤0.01% | 682 |
|
|
2023
Q2 | $240K | Sell |
1,359
-8
| -0.6% | -$1.42K | ﹤0.01% | 668 |
|
|
2023
Q1 | $234K | Buy |
1,367
+17
| +1% | +$2.91K | ﹤0.01% | 683 |
|
|
2022
Q4 | $207K | Buy |
+1,350
| New | +$207K | ﹤0.01% | 696 |
|
|
2019
Q4 | – | Sell |
-1,733
| Closed | -$216K | – | 565 |
|
|
2019
Q3 | $216K | Buy |
+1,733
| New | +$216K | ﹤0.01% | 502 |
|
|
2018
Q2 | – | Sell |
-1,206
| Closed | -$84K | – | 544 |
|
|
2018
Q1 | $84K | Sell |
1,206
-302
| -20% | -$21K | ﹤0.01% | 458 |
|
|
2017
Q4 | $73K | Hold |
1,508
| – | – | ﹤0.01% | 459 |
|
|
2017
Q3 | $69K | Buy |
+1,508
| New | +$69K | ﹤0.01% | 417 |
|