J. Goldman & Co’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 |
-13,194
| Closed | -$2.95M | – | 391 |
|
2024
Q2 | $2.95M | Buy |
+13,194
| New | +$2.95M | 0.08% | 149 |
|
2023
Q3 | – | Sell |
-68,231
| Closed | -$12.1M | – | 278 |
|
2023
Q2 | $12.1M | Buy |
+68,231
| New | +$12.1M | 0.44% | 52 |
|
2020
Q1 | – | Sell |
-17,427
| Closed | -$1.99M | – | 215 |
|
2019
Q4 | $1.99M | Buy |
+17,427
| New | +$1.99M | 0.14% | 93 |
|