HC Financial Advisors’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-42
| Closed | -$6K | – | 342 |
|
|
2022
Q1 | $6K | Hold |
42
| – | – | ﹤0.01% | 261 |
|
|
2021
Q4 | $6K | Hold |
42
| – | – | ﹤0.01% | 270 |
|
|
2021
Q3 | $6K | Hold |
42
| – | – | ﹤0.01% | 263 |
|
|
2021
Q2 | $6K | Hold |
42
| – | – | ﹤0.01% | 274 |
|
|
2021
Q1 | $5K | Hold |
42
| – | – | ﹤0.01% | 296 |
|
|
2020
Q4 | $6K | Hold |
42
| – | – | ﹤0.01% | 293 |
|
|
2020
Q3 | $4K | Hold |
42
| – | – | ﹤0.01% | 322 |
|
|
2020
Q2 | $4K | Hold |
42
| – | – | ﹤0.01% | 297 |
|
|
2020
Q1 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 330 |
|