Israel Discount Bank of New York’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-898
| Closed | -$65K | – | 437 |
|
|
2018
Q2 | $65K | Sell |
898
-7
| -0.8% | -$507 | 0.04% | 204 |
|
|
2018
Q1 | $63K | Sell |
905
-228
| -20% | -$15.9K | 0.04% | 221 |
|
|
2017
Q4 | $55K | Sell |
1,133
-316
| -22% | -$15.3K | 0.04% | 252 |
|
|
2017
Q3 | $67K | Hold |
1,449
| – | – | 0.05% | 210 |
|
|
2017
Q2 | $53K | Sell |
1,449
-65
| -4% | -$2.38K | 0.04% | 243 |
|
|
2017
Q1 | $54K | Hold |
1,514
| – | – | 0.04% | 228 |
|
|
2016
Q4 | $48K | Buy |
+1,514
| New | +$48K | 0.04% | 269 |
|