Meridian Wealth Management’s HEICO HEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-2,034
Closed -$232K 219
2019
Q4
$232K Sell
2,034
-1,578
-44% -$180K 0.11% 180
2019
Q3
$451K Buy
3,612
+448
+14% +$55.9K 0.21% 95
2019
Q2
$4.23K Buy
+3,164
New +$4.23K 0.17% 100