Invictus RG’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,160
| Closed | -$941K | – | 67 |
|
|
2018
Q3 | $941K | Buy |
+10,160
| New | +$941K | 0.72% | 18 |
|
|
2018
Q2 | – | Sell |
-5,319
| Closed | -$369K | – | 257 |
|
|
2018
Q1 | $369K | Buy |
+5,319
| New | +$369K | 0.25% | 96 |
|
|
2017
Q4 | – | Sell |
-16,598
| Closed | -$763K | – | 349 |
|
|
2017
Q3 | $763K | Buy |
+16,598
| New | +$763K | 0.69% | 11 |
|
|
2017
Q2 | – | Sell |
-11,714
| Closed | -$418K | – | 710 |
|
|
2017
Q1 | $418K | Buy |
+11,714
| New | +$418K | 0.28% | 113 |
|