Harvest Group Wealth Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.88K | Sell |
11
-2
| -15% | -$342 | ﹤0.01% | 124 |
|
|
2022
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 118 |
|
|
2022
Q3 | $2K | Sell |
13
-5
| -28% | -$769 | ﹤0.01% | 114 |
|
|
2022
Q2 | $3K | Buy |
18
+3
| +20% | +$500 | ﹤0.01% | 107 |
|
|
2022
Q1 | $2K | Buy |
15
+3
| +25% | +$400 | ﹤0.01% | 92 |
|
|
2021
Q4 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 72 |
|