Ladenburg Thalmann Financial Services’s HEICO Corp HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.8M | Buy |
15,914
+553
| +4% | +$68.1K | 0.01% | 935 |
|
|
2019
Q3 | $1.92M | Buy |
15,361
+2,482
| +19% | +$339K | 0.01% | 829 |
|
|
2019
Q2 | $1.72M | Buy |
12,879
+204
| +2% | +$22.7K | 0.01% | 883 |
|
|
2019
Q1 | $1.2M | Buy |
12,675
+153
| +1% | +$13.3K | 0.01% | 1060 |
|
|
2018
Q4 | $970K | Buy |
12,522
+9,505
| +315% | +$793K | 0.01% | 1074 |
|
|
2018
Q3 | $279K | Buy |
3,017
+1,302
| +76% | +$107K | ﹤0.01% | 2044 |
|
|
2018
Q2 | $149K | Sell |
1,715
-429
| -20% | -$31.2K | ﹤0.01% | 2461 |
|
|
2018
Q1 | $149K | Sell |
2,144
-815
| -28% | -$53.3K | ﹤0.01% | 2461 |
|
|
2017
Q4 | $143K | Sell |
2,959
-352
| -11% | -$16.4K | ﹤0.01% | 2473 |
|
|
2017
Q3 | $152K | Buy |
3,311
+147
| +5% | +$6.25K | ﹤0.01% | 2306 |
|
|
2017
Q2 | $116K | Buy |
3,164
+730
| +30% | +$26.9K | ﹤0.01% | 2423 |
|
|
2017
Q1 | $86K | Buy |
2,434
+1,108
| +84% | +$36.9K | ﹤0.01% | 2498 |
|
|
2016
Q4 | $42K | Buy |
1,326
+222
| +20% | +$6.67K | ﹤0.01% | 2968 |
|
|
2016
Q3 | $31K | Buy |
1,104
+188
| +21% | +$5.31K | ﹤0.01% | 3111 |
|
|
2016
Q2 | $25K | Hold |
916
| – | – | ﹤0.01% | 3186 |
|
|
2016
Q1 | $22K | Sell |
916
-92
| -9% | -$2.12K | ﹤0.01% | 3186 |
|
|
2015
Q4 | $22K | Buy |
1,008
+669
| +197% | +$13.9K | ﹤0.01% | 3149 |
|
|
2015
Q3 | $7K | Hold |
339
| – | – | ﹤0.01% | 3743 |
|
|
2015
Q2 | $8K | Hold |
339
| – | – | ﹤0.01% | 3822 |
|
|
2015
Q1 | $8K | Sell |
339
-154
| -31% | -$3.8K | ﹤0.01% | 3759 |
|
|
2014
Q4 | $12K | Buy |
493
+154
| +45% | +$3.33K | ﹤0.01% | 3304 |
|
|
2014
Q3 | $6K | Hold |
339
| – | – | ﹤0.01% | 3326 |
|
|
2014
Q2 | $7K | Sell |
339
-17
| -5% | -$382 | ﹤0.01% | 3242 |
|
|
2014
Q1 | $9K | Buy |
356
+114
| +47% | +$2.71K | ﹤0.01% | 3007 |
|
|
2013
Q4 | $6K | Sell |
242
-564
| -70% | -$12.7K | ﹤0.01% | 3167 |
|
|
2013
Q3 | $18K | Buy |
806
+565
| +234% | +$11.1K | ﹤0.01% | 2520 |
|
|
2013
Q2 | $4K | Buy |
+241
| New | +$3.69K | ﹤0.01% | 3137 |
|
Other funds holding HEI
RP
