Heritage Wealth Management (Arizona)’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $889K | Buy |
5,784
+2,946
| +104% | +$453K | 0.13% | 124 |
|
|
2022
Q3 | $409K | Sell |
2,838
-47
| -2% | -$6.77K | 0.13% | 115 |
|
|
2022
Q2 | $378K | Buy |
2,885
+83
| +3% | +$10.9K | 0.13% | 123 |
|
|
2022
Q1 | $430K | Buy |
+2,802
| New | +$430K | 0.12% | 140 |
|
|
2021
Q3 | $371K | Sell |
2,814
-157
| -5% | -$20.7K | 0.13% | 122 |
|
|
2021
Q2 | $414K | Sell |
2,971
-26
| -0.9% | -$3.62K | 0.16% | 112 |
|
|
2021
Q1 | $372K | Buy |
+2,997
| New | +$372K | 0.21% | 87 |
|