Harvest Fund Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Buy |
+464
| New | +$152K | 0.01% | 344 |
|
|
2023
Q2 | – | Sell |
-61
| Closed | -$10K | – | 711 |
|
|
2023
Q1 | $10K | Hold |
61
| – | – | ﹤0.01% | 642 |
|
|
2022
Q4 | $9K | Hold |
61
| – | – | ﹤0.01% | 665 |
|
|
2022
Q3 | $9K | Buy |
+61
| New | +$9K | ﹤0.01% | 666 |
|
|
2019
Q4 | – | Sell |
-1,993
| Closed | -$249K | – | 438 |
|
|
2019
Q3 | $249K | Sell |
1,993
-441
| -18% | -$55.1K | 0.03% | 97 |
|
|
2019
Q2 | $326K | Hold |
2,434
| – | – | 0.04% | 73 |
|
|
2019
Q1 | $231K | Hold |
2,434
| – | – | 0.04% | 100 |
|
|
2018
Q4 | $189K | Sell |
2,434
-416
| -15% | -$32.3K | 0.04% | 120 |
|
|
2018
Q3 | $264K | Buy |
2,850
+2,319
| +437% | +$215K | 0.05% | 114 |
|
|
2018
Q2 | $39K | Buy |
+531
| New | +$39K | 0.01% | 229 |
|