IEQ Capital’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,961
| Closed | -$438K | – | 1174 |
|
|
2024
Q2 | $438K | Buy |
1,961
+756
| +63% | +$169K | 0.01% | 700 |
|
|
2024
Q1 | $230K | Buy |
1,205
+12
| +1% | +$2.29K | ﹤0.01% | 846 |
|
|
2023
Q4 | $213K | Sell |
1,193
-1,435
| -55% | -$257K | ﹤0.01% | 824 |
|
|
2023
Q3 | $426K | Buy |
2,628
+106
| +4% | +$17.2K | 0.01% | 615 |
|
|
2023
Q2 | $446K | Sell |
2,522
-38
| -1% | -$6.72K | 0.01% | 571 |
|
|
2023
Q1 | $438K | Buy |
2,560
+20
| +0.8% | +$3.42K | 0.01% | 615 |
|
|
2022
Q4 | $390K | Sell |
2,540
-485
| -16% | -$74.5K | 0.01% | 564 |
|
|
2022
Q3 | $436K | Buy |
+3,025
| New | +$436K | 0.01% | 566 |
|