Liberty Wealth Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-196
| Closed | -$28K | – | 562 |
|
|
2021
Q3 | $28K | Buy |
196
+156
| +390% | +$22.3K | 0.01% | 565 |
|
|
2021
Q2 | $6K | Buy |
40
+13
| +48% | +$1.95K | ﹤0.01% | 756 |
|
|
2021
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 774 |
|
|
2020
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 770 |
|
|
2020
Q3 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 709 |
|