Omnia Family Wealth’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 |
-31
| Closed | -$3K | – | 280 |
|
|
2019
Q1 | $3K | Hold |
31
| – | – | ﹤0.01% | 389 |
|
|
2018
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 412 |
|
|
2018
Q3 | $3K | Hold |
31
| – | – | ﹤0.01% | 366 |
|
|
2018
Q2 | $2K | Sell |
31
-83
| -73% | -$5.36K | ﹤0.01% | 430 |
|
|
2018
Q1 | $8K | Buy |
114
+75
| +192% | +$5.26K | ﹤0.01% | 278 |
|
|
2017
Q4 | $2K | Sell |
39
-90
| -70% | -$4.62K | ﹤0.01% | 446 |
|
|
2017
Q3 | $6K | Hold |
129
| – | – | ﹤0.01% | 320 |
|
|
2017
Q2 | $5K | Hold |
129
| – | – | ﹤0.01% | 392 |
|
|
2017
Q1 | $5K | Hold |
129
| – | – | ﹤0.01% | 377 |
|
|
2016
Q4 | $4K | Buy |
+129
| New | +$4K | ﹤0.01% | 435 |
|