Orion Capital Management’s HEICO HEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-40
| Closed | -$8.94K | – | 258 |
|
|
2024
Q2 | $8.94K | Hold |
40
| – | – | ﹤0.01% | 343 |
|
|
2024
Q1 | $7.64K | Hold |
40
| – | – | ﹤0.01% | 377 |
|
|
2023
Q4 | $7.16K | Hold |
40
| – | – | ﹤0.01% | 385 |
|
|
2023
Q3 | $6.48K | Buy |
+40
| New | +$6.48K | ﹤0.01% | 392 |
|
|
2023
Q2 | – | Sell |
-40
| Closed | -$6.84K | – | 255 |
|
|
2023
Q1 | $6.84K | Hold |
40
| – | – | ﹤0.01% | 375 |
|
|
2022
Q4 | $6.15K | Hold |
40
| – | – | ﹤0.01% | 316 |
|
|
2022
Q3 | $6K | Hold |
40
| – | – | ﹤0.01% | 333 |
|
|
2022
Q2 | $5K | Hold |
40
| – | – | ﹤0.01% | 357 |
|
|
2022
Q1 | $6K | Hold |
40
| – | – | ﹤0.01% | 354 |
|
|
2021
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 339 |
|
|
2021
Q3 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 334 |
|