Laird Norton Wetherby Wealth Management’s HEICO HEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,678
| Closed | -$242K | – | 909 |
|
|
2022
Q3 | $242K | Sell |
1,678
-9
| -0.5% | -$1.3K | 0.02% | 731 |
|
|
2022
Q2 | $221K | Buy |
1,687
+77
| +5% | +$10.1K | 0.02% | 786 |
|
|
2022
Q1 | $247K | Sell |
1,610
-81
| -5% | -$12.4K | 0.01% | 774 |
|
|
2021
Q4 | $244K | Buy |
1,691
+21
| +1% | +$3.03K | 0.01% | 781 |
|
|
2021
Q3 | $220K | Buy |
1,670
+9
| +0.5% | +$1.19K | 0.01% | 809 |
|
|
2021
Q2 | $232K | Buy |
+1,661
| New | +$232K | 0.01% | 796 |
|
|
2021
Q1 | – | Sell |
-1,607
| Closed | -$213K | – | 823 |
|
|
2020
Q4 | $213K | Buy |
+1,607
| New | +$213K | 0.01% | 780 |
|