Householder Group Estate & Retirement Specialist’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $156K | Buy |
657
+543
| +476% | +$129K | 0.12% | 117 |
|
|
2024
Q3 | $29K | Buy |
+114
| New | +$29K | 0.01% | 597 |
|
|
2024
Q2 | – | Sell |
-3
| Closed | -$573 | – | 1260 |
|
|
2024
Q1 | $573 | Hold |
3
| – | – | ﹤0.01% | 1149 |
|
|
2023
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1220 |
|
|
2023
Q3 | $486 | Buy |
+3
| New | +$486 | ﹤0.01% | 1193 |
|
|
2023
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1149 |
|