Newfound Research’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $60K | Sell |
414
-302
| -42% | -$43.8K | 0.15% | 102 |
|
|
2022
Q2 | $94K | Sell |
716
-143
| -17% | -$18.8K | 0.2% | 52 |
|
|
2022
Q1 | $132K | Sell |
859
-61
| -7% | -$9.37K | 0.17% | 63 |
|
|
2021
Q4 | $133K | Buy |
920
+69
| +8% | +$9.98K | 0.16% | 67 |
|
|
2021
Q3 | $112K | Buy |
851
+213
| +33% | +$28K | 0.18% | 41 |
|
|
2021
Q2 | $89K | Buy |
638
+32
| +5% | +$4.46K | 0.18% | 45 |
|
|
2021
Q1 | $76K | Sell |
606
-431
| -42% | -$54.1K | 0.18% | 61 |
|
|
2020
Q4 | $137K | Buy |
+1,037
| New | +$137K | 0.35% | 14 |
|