GW & Wade’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $657K | Hold |
3,671
| – | – | 0.02% | 264 |
|
|
2023
Q3 | $594K | Sell |
3,671
-177
| -5% | -$28.6K | 0.02% | 258 |
|
|
2023
Q2 | $681K | Hold |
3,848
| – | – | 0.02% | 249 |
|
|
2023
Q1 | $658K | Sell |
3,848
-69
| -2% | -$11.8K | 0.03% | 239 |
|
|
2022
Q4 | $602K | Buy |
3,917
+1
| +0% | +$154 | 0.02% | 240 |
|
|
2022
Q3 | $564K | Buy |
3,916
+1
| +0% | +$144 | 0.03% | 226 |
|
|
2022
Q2 | $513K | Buy |
3,915
+69
| +2% | +$9.04K | 0.02% | 247 |
|
|
2022
Q1 | $591K | Buy |
3,846
+1
| +0% | +$154 | 0.03% | 227 |
|
|
2021
Q4 | $555K | Hold |
3,845
| – | – | 0.02% | 237 |
|
|
2021
Q3 | $507K | Buy |
3,845
+1
| +0% | +$132 | 0.02% | 247 |
|
|
2021
Q2 | $536K | Sell |
3,844
-206
| -5% | -$28.7K | 0.03% | 239 |
|
|
2021
Q1 | $509K | Buy |
4,050
+249
| +7% | +$31.3K | 0.03% | 219 |
|
|
2020
Q4 | $503K | Buy |
+3,801
| New | +$503K | 0.03% | 190 |
|