Markel Group’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-5,859
| Closed | -$407K | – | 142 |
|
|
2018
Q1 | $407K | Sell |
5,859
-1,465
| -20% | -$102K | 0.01% | 133 |
|
|
2017
Q4 | $354K | Hold |
7,324
| – | – | 0.01% | 133 |
|
|
2017
Q3 | $337K | Hold |
7,324
| – | – | 0.01% | 137 |
|
|
2017
Q2 | $269K | Hold |
7,324
| – | – | 0.01% | 136 |
|
|
2017
Q1 | $262K | Hold |
7,324
| – | – | 0.01% | 133 |
|
|
2016
Q4 | $231K | Hold |
7,324
| – | – | 0.01% | 133 |
|
|
2016
Q3 | $208K | Buy |
+7,324
| New | +$208K | 0.01% | 129 |
|