Hotaling Investment Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,272
| Closed | -$1.63M | – | 108 |
|
|
2019
Q4 | $1.63M | Buy |
14,272
+165
| +1% | +$18.8K | 0.93% | 42 |
|
|
2019
Q3 | $1.76M | Sell |
14,107
-1,920
| -12% | -$240K | 1.13% | 31 |
|
|
2019
Q2 | $2.15M | Sell |
16,027
-766
| -5% | -$103K | 1.38% | 21 |
|
|
2019
Q1 | $1.59M | Sell |
16,793
-3,741
| -18% | -$355K | 1.08% | 29 |
|
|
2018
Q4 | $1.59M | Buy |
+20,534
| New | +$1.59M | 1.29% | 24 |
|