Huber Financial Advisors’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 |
-2,000
| Closed | -$228K | – | 118 |
|
|
2019
Q4 | $228K | Hold |
2,000
| – | – | 0.08% | 112 |
|
|
2019
Q3 | $250K | Hold |
2,000
| – | – | 0.1% | 105 |
|
|
2019
Q2 | $268K | Buy |
+2,000
| New | +$268K | 0.12% | 99 |
|
|
2018
Q4 | – | Sell |
-2,382
| Closed | -$221K | – | 104 |
|
|
2018
Q3 | $221K | Buy |
+2,382
| New | +$221K | 0.17% | 94 |
|