Janiczek Wealth Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $81.4K | Sell |
364
-15
| -4% | -$3.35K | 0.02% | 318 |
|
|
2024
Q1 | $72.4K | Sell |
379
-13
| -3% | -$2.48K | 0.02% | 348 |
|
|
2023
Q4 | $70.1K | Sell |
392
-55
| -12% | -$9.84K | 0.02% | 338 |
|
|
2023
Q3 | $72.4K | Buy |
447
+69
| +18% | +$11.2K | 0.02% | 306 |
|
|
2023
Q2 | $66.9K | Buy |
378
+19
| +5% | +$3.36K | 0.02% | 282 |
|
|
2023
Q1 | $60.4K | Buy |
359
+23
| +7% | +$3.87K | 0.02% | 291 |
|
|
2022
Q4 | $55K | Buy |
336
+9
| +3% | +$1.47K | 0.02% | 305 |
|
|
2022
Q3 | $49K | Hold |
327
| – | – | 0.02% | 306 |
|
|
2022
Q2 | $52K | Buy |
327
+6
| +2% | +$954 | 0.02% | 296 |
|
|
2022
Q1 | $50K | Buy |
321
+122
| +61% | +$19K | 0.01% | 301 |
|
|
2021
Q4 | $29K | Buy |
199
+86
| +76% | +$12.5K | 0.01% | 419 |
|
|
2021
Q3 | $15K | Buy |
113
+10
| +10% | +$1.33K | 0.01% | 498 |
|
|
2021
Q2 | $14K | Buy |
103
+17
| +20% | +$2.31K | 0.01% | 500 |
|
|
2021
Q1 | $11K | Sell |
86
-24
| -22% | -$3.07K | ﹤0.01% | 507 |
|
|
2020
Q4 | $15K | Buy |
110
+82
| +293% | +$11.2K | 0.01% | 389 |
|
|
2020
Q3 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 440 |
|