Northwest Wealth Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,112
| Closed | -$105K | – | 281 |
|
|
2019
Q1 | $105K | Hold |
1,112
| – | – | 0.08% | 157 |
|
|
2018
Q4 | $86K | Hold |
1,112
| – | – | 0.07% | 160 |
|
|
2018
Q3 | $103K | Hold |
1,112
| – | – | 0.08% | 150 |
|
|
2018
Q2 | $81K | Sell |
1,112
-1
| -0.1% | -$73 | 0.06% | 168 |
|
|
2018
Q1 | $77K | Buy |
+1,113
| New | +$77K | 0.06% | 172 |
|