MYCIO Wealth Partners’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 |
-3,588
| Closed | -$410K | – | 182 |
|
|
2019
Q4 | $410K | Hold |
3,588
| – | – | 0.03% | 213 |
|
|
2019
Q3 | $448K | Hold |
3,588
| – | – | 0.03% | 191 |
|
|
2019
Q2 | $480K | Hold |
3,588
| – | – | 0.04% | 175 |
|
|
2019
Q1 | $340K | Hold |
3,588
| – | – | 0.03% | 202 |
|
|
2018
Q4 | $278K | Hold |
3,588
| – | – | 0.03% | 214 |
|
|
2018
Q3 | $332K | Hold |
3,588
| – | – | 0.03% | 203 |
|
|
2018
Q2 | $262K | Sell |
3,588
-1
| -0% | -$73 | 0.03% | 231 |
|
|
2018
Q1 | $249K | Sell |
3,589
-897
| -20% | -$62.2K | 0.03% | 212 |
|
|
2017
Q4 | $217K | Hold |
4,486
| – | – | 0.02% | 225 |
|
|
2017
Q3 | $206K | Buy |
+4,486
| New | +$206K | 0.02% | 224 |
|
|
2016
Q3 | – | Sell |
-105
| Closed | -$3K | – | 923 |
|
|
2016
Q2 | $3K | Buy |
+105
| New | +$3K | ﹤0.01% | 785 |
|
|
2016
Q1 | – | Sell |
-1,160
| Closed | -$26K | – | 874 |
|
|
2015
Q4 | $26K | Hold |
1,160
| – | – | ﹤0.01% | 380 |
|
|
2015
Q3 | $23K | Hold |
1,160
| – | – | ﹤0.01% | 419 |
|
|
2015
Q2 | $28K | Hold |
1,160
| – | – | 0.01% | 381 |
|
|
2015
Q1 | $29K | Hold |
1,160
| – | – | 0.01% | 355 |
|
|
2014
Q4 | $29K | Hold |
1,160
| – | – | 0.01% | 344 |
|
|
2014
Q3 | $22K | Hold |
1,160
| – | – | 0.01% | 357 |
|
|
2014
Q2 | $25K | Hold |
1,160
| – | – | 0.01% | 360 |
|
|
2014
Q1 | $29K | Buy |
+1,160
| New | +$29K | 0.01% | 328 |
|